VBFP
Valtinson Bruner Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
17,659
+2,410
| +16% | +$494K | 1.14% | 17 |
|
|
2025
Q1 | $3.39M | Sell |
15,249
-177
| -1% | -$39.3K | 1.15% | 18 |
|
|
2024
Q4 | $3.86M | Buy |
15,426
+94
| +0.6% | +$23.5K | 1.35% | 15 |
|
|
2024
Q3 | $3.57M | Sell |
15,332
-13,474
| -47% | -$3.14M | 1.25% | 16 |
|
|
2024
Q2 | $6.07M | Buy |
28,806
+16,295
| +130% | +$3.43M | 2.41% | 12 |
|
|
2024
Q1 | $2.15M | Sell |
12,511
-432
| -3% | -$74.1K | 0.91% | 33 |
|
|
2023
Q4 | $2.49M | Buy |
12,943
+117
| +0.9% | +$22.5K | 1.28% | 28 |
|
|
2023
Q3 | $2.2M | Sell |
12,826
-51
| -0.4% | -$8.73K | 1.2% | 30 |
|
|
2023
Q2 | $2.5M | Buy |
12,877
+405
| +3% | +$78.6K | 1.35% | 29 |
|
|
2023
Q1 | $2.06M | Buy |
12,472
+49
| +0.4% | +$8.08K | 1.17% | 28 |
|
|
2022
Q4 | $1.68M | Sell |
12,423
-4
| -0% | -$541 | 0.97% | 36 |
|
|
2022
Q3 | $1.72M | Buy |
12,427
+1
| +0% | +$138 | 1.06% | 37 |
|
|
2022
Q2 | $1.7M | Buy |
12,426
+36
| +0.3% | +$4.92K | 1.04% | 35 |
|
|
2022
Q1 | $2.05M | Buy |
12,390
+1
| +0% | +$165 | 1.17% | 29 |
|
|
2021
Q4 | $2.2M | Buy |
12,389
+90
| +0.7% | +$16K | 1.21% | 28 |
|
|
2021
Q3 | $1.84M | Sell |
12,299
-14
| -0.1% | -$2.09K | 1.01% | 32 |
|
|
2021
Q2 | $1.81M | Sell |
12,313
-111
| -0.9% | -$16.3K | 1.03% | 31 |
|
|
2021
Q1 | $1.67M | Sell |
12,424
-78
| -0.6% | -$10.5K | 0.98% | 30 |
|
|
2020
Q4 | $1.64M | Buy |
12,502
+1,437
| +13% | +$188K | 1.03% | 28 |
|
|
2020
Q3 | $1.2M | Buy |
11,065
+7,775
| +236% | +$846K | 0.84% | 32 |
|
|
2020
Q2 | $1.46M | Buy |
3,290
+111
| +3% | +$49.3K | 1.04% | 26 |
|
|
2020
Q1 | $932K | Sell |
3,179
-651
| -17% | -$191K | 0.75% | 28 |
|
|
2019
Q4 | $1.15M | Sell |
3,830
-57
| -1% | -$17.1K | 0.82% | 25 |
|
|
2019
Q3 | $918K | Sell |
3,887
-50
| -1% | -$11.8K | 0.75% | 27 |
|
|
2019
Q2 | $779K | Sell |
3,937
-148
| -4% | -$29.3K | 0.66% | 19 |
|
|
2019
Q1 | $776K | Buy |
4,085
+123
| +3% | +$23.4K | 0.68% | 18 |
|
|
2018
Q4 | $625K | Buy |
+3,962
| New | +$625K | 0.65% | 14 |
|