WealthPlan Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.3M | Buy |
391,440
+32,320
| +9% | +$6.63M | 5.85% | 1 |
|
|
2025
Q1 | $79.8M | Sell |
359,120
-2,805
| -0.8% | -$623K | 7.86% | 1 |
|
|
2024
Q4 | $90.6M | Buy |
361,925
+5,039
| +1% | +$1.26M | 8.95% | 1 |
|
|
2024
Q3 | $83.2M | Buy |
356,886
+87,839
| +33% | +$20.5M | 8.42% | 1 |
|
|
2024
Q2 | $56.7M | Sell |
269,047
-4,376
| -2% | -$922K | 8.57% | 1 |
|
|
2024
Q1 | $46.9M | Sell |
273,423
-2,263
| -0.8% | -$388K | 7.15% | 1 |
|
|
2023
Q4 | $53.1M | Sell |
275,686
-58
| -0% | -$11.2K | 8.5% | 1 |
|
|
2023
Q3 | $47.2M | Buy |
275,744
+116,093
| +73% | +$19.9M | 8.35% | 1 |
|
|
2023
Q2 | $31M | Sell |
159,651
-125,421
| -44% | -$24.3M | 9.23% | 1 |
|
|
2023
Q1 | $47M | Sell |
285,072
-336,877
| -54% | -$55.6M | 8.09% | 1 |
|
|
2022
Q4 | $95.7M | Buy |
621,949
+291
| +0% | +$44.8K | 6.69% | 1 |
|
|
2022
Q3 | $87.6M | Buy |
+621,658
| New | +$87.6M | 6.4% | 1 |
|
|
2022
Q1 | $95.1M | Buy |
+603,321
| New | +$95.1M | 6.6% | 1 |
|