Valtinson Bruner 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
Q2 | $3.62M | Buy |
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|
2025
Q1 | $3.39M | Sell |
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|
2024
Q4 | $3.86M | Buy |
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|
2024
Q3 | $3.57M | Sell |
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|
2024
Q2 | $6.07M | Buy |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $2.2M | Buy |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $932K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $918K | Sell |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $776K | Buy |
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|
2018
Q4 | $625K | Buy |
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