FRA
Frank Rimerman Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6M | Sell |
275,849
-16,091
| -6% | -$3.3M | 3.8% | 6 |
|
|
2025
Q1 | $64.8M | Sell |
291,940
-4,431
| -1% | -$984K | 5.14% | 3 |
|
|
2024
Q4 | $74.2M | Sell |
296,371
-29,162
| -9% | -$7.3M | 5.39% | 3 |
|
|
2024
Q3 | $75.8M | Sell |
325,533
-26,528
| -8% | -$6.18M | 5.38% | 3 |
|
|
2024
Q2 | $74.2M | Buy |
352,061
+276,020
| +363% | +$58.1M | 5.25% | 3 |
|
|
2024
Q1 | $13M | Buy |
76,041
+2,623
| +4% | +$450K | 2.51% | 10 |
|
|
2023
Q4 | $14.1M | Hold |
73,418
| – | – | 2.95% | 9 |
|
|
2023
Q3 | $12.6M | Buy |
73,418
+50
| +0.1% | +$8.56K | 3.04% | 10 |
|
|
2023
Q2 | $14.2M | Buy |
73,368
+798
| +1% | +$155K | 3.4% | 8 |
|
|
2023
Q1 | $12M | Hold |
72,570
| – | – | 3.31% | 7 |
|
|
2022
Q4 | $9.43M | Hold |
72,570
| – | – | 2.94% | 9 |
|
|
2022
Q3 | $10M | Sell |
72,570
-5
| -0% | -$691 | 3.62% | 8 |
|
|
2022
Q2 | $9.92M | Buy |
72,575
+19,000
| +35% | +$2.6M | 3.79% | 7 |
|
|
2022
Q1 | $9.35M | Buy |
53,575
+683
| +1% | +$119K | 3% | 8 |
|
|
2021
Q4 | $9.39M | Sell |
52,892
-1,558
| -3% | -$277K | 3.15% | 7 |
|
|
2021
Q3 | $7.7M | Sell |
54,450
-26,509
| -33% | -$3.75M | 2.98% | 8 |
|
|
2021
Q2 | $11.1M | Hold |
80,959
| – | – | 4.33% | 5 |
|
|
2021
Q1 | $9.89M | Hold |
80,959
| – | – | 4.38% | 5 |
|
|
2020
Q4 | $10.7M | Buy |
+80,959
| New | +$10.7M | 4.87% | 5 |
|