Wrenne Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
16,232
-215
| -1% | -$44.1K | 1.56% | 14 |
|
|
2025
Q1 | $3.65M | Buy |
16,447
+80
| +0.5% | +$17.8K | 1.94% | 13 |
|
|
2024
Q4 | $4.1M | Buy |
16,367
+3,470
| +27% | +$869K | 2.33% | 12 |
|
|
2024
Q3 | $3.01M | Buy |
12,897
+112
| +0.9% | +$26.1K | 1.79% | 13 |
|
|
2024
Q2 | $2.69M | Buy |
12,785
+2
| +0% | +$421 | 1.86% | 13 |
|
|
2024
Q1 | $2.19M | Buy |
12,783
+1,101
| +9% | +$189K | 1.62% | 17 |
|
|
2023
Q4 | $2.25M | Buy |
+11,682
| New | +$2.25M | 1.91% | 16 |
|