Treasure Coast Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Sell |
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|
2025
Q2 | $991K | Hold |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $935K | Sell |
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|
2024
Q1 | $830K | Sell |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $944K | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $870K | Buy |
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|
2022
Q3 | $925K | Buy |
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|
2022
Q2 | $805K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1M | Buy |
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