Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,206 | +2,488 | +12.6% | 1.94% | $6.0M | $271.61 |
| 2025 Q3 | ADDED | 19,718 | +932 | +5.0% | 1.73% | $5.0M | $254.15 |
| 2025 Q2 | ADDED | 18,786 | +6,538 | +53.4% | 1.47% | $3.9M | $204.55 |
| 2025 Q1 | REDUCED | 12,248 | -5,652 | -31.6% | 1.10% | $2.7M | $221.17 |
| 2024 Q4 | REDUCED | 17,900 | -2,242 | -11.1% | 1.81% | $4.5M | $249.06 |
| 2024 Q3 | ADDED | 20,142 | +3,472 | +20.8% | 1.88% | $4.7M | $231.48 |
| 2024 Q2 | REDUCED | 16,670 | -198 | -1.2% | 1.70% | $3.5M | $209.00 |
| 2024 Q1 | ADDED | 16,868 | +1,400 | +9.1% | 1.42% | $2.9M | $169.93 |
| 2023 Q4 | REDUCED | 15,468 | -204 | -1.3% | 1.59% | $2.6M | $190.55 |
| 2023 Q2 | UNCHANGED | 15,672 | — | 0% | 1.80% | $3.0M | $191.46 |
As of 2025 Q4 — sorted by position size