Rainsberger Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.94M | Sell |
25,674
-2,339
| -8% | -$450K | 2.7% | 13 |
|
|
2023
Q3 | $4.8M | Sell |
28,013
-1,002
| -3% | -$172K | 2.94% | 11 |
|
|
2023
Q2 | $5.63M | Sell |
29,015
-7,369
| -20% | -$1.43M | 3.4% | 9 |
|
|
2023
Q1 | $6M | Buy |
36,384
+1,172
| +3% | +$193K | 3.56% | 8 |
|
|
2022
Q4 | $4.58M | Sell |
35,212
-768
| -2% | -$99.8K | 2.91% | 11 |
|
|
2022
Q3 | $4.97M | Buy |
35,980
+138
| +0.4% | +$19.1K | 3.41% | 9 |
|
|
2022
Q2 | $4.9M | Sell |
35,842
-699
| -2% | -$95.6K | 3.58% | 11 |
|
|
2022
Q1 | $6.38M | Buy |
36,541
+154
| +0.4% | +$26.9K | 4.08% | 7 |
|
|
2021
Q4 | $6.46M | Buy |
+36,387
| New | +$6.46M | 3.79% | 8 |
|