WealthPlan Investment Management’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 | $98.4M | Sell |
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|
2025
Q2 | $80.3M | Buy |
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|
2025
Q1 | $79.8M | Sell |
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|
2024
Q4 | $90.6M | Buy |
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|
2024
Q3 | $83.2M | Buy |
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|
2024
Q2 | $56.7M | Sell |
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|
2024
Q1 | $46.9M | Sell |
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|
2023
Q4 | $53.1M | Sell |
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|
2023
Q3 | $47.2M | Buy |
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|
2023
Q2 | $31M | Sell |
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|
2023
Q1 | $47M | Sell |
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|
2022
Q4 | $95.7M | Buy |
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|
2022
Q3 | $87.6M | Buy |
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|
2022
Q1 | $95.1M | Buy |
|