Leonard Rickey Investment Advisors’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 | $2.74M | Buy |
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|
2025
Q2 | $2.13M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $769K | Sell |
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|
2019
Q4 | $914K | Sell |
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|
2019
Q3 | $699K | Buy |
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|
2019
Q2 | $591K | Buy |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $424K | Buy |
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|
2018
Q3 | $494K | Sell |
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|
2018
Q2 | $454K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $415K | Buy |
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