Ranch Capital Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.96M Sell
38,775
-38
-0.1% -$7.8K 3.45% 4
2025
Q1
$8.62M Sell
38,813
-193
-0.5% -$42.9K 4.09% 2
2024
Q4
$9.77M Buy
39,006
+346
+0.9% +$86.6K 4.61% 1
2024
Q3
$9.01M Sell
38,660
-161
-0.4% -$37.5K 4.25% 1
2024
Q2
$8.18M Buy
38,821
+64
+0.2% +$13.5K 4.28% 1
2024
Q1
$6.65M Sell
38,757
-512
-1% -$87.8K 3.59% 3
2023
Q4
$7.56M Buy
39,269
+787
+2% +$152K 4.71% 1
2023
Q3
$6.59M Sell
38,482
-148
-0.4% -$25.3K 4.61% 1
2023
Q2
$7.49M Sell
38,630
-933
-2% -$181K 5.28% 1
2023
Q1
$6.52M Sell
39,563
-338
-0.8% -$55.7K 4.78% 1
2022
Q4
$5.18M Sell
39,901
-1,232
-3% -$160K 4.06% 2
2022
Q3
$5.69M Sell
41,133
-1,129
-3% -$156K 4.65% 1
2022
Q2
$5.78M Sell
42,262
-155
-0.4% -$21.2K 4.43% 1
2022
Q1
$7.41M Buy
42,417
+490
+1% +$85.6K 4.89% 2
2021
Q4
$7.45M Buy
41,927
+14
+0% +$2.49K 4.84% 2
2021
Q3
$5.93M Buy
41,913
+824
+2% +$117K 3.7% 2
2021
Q2
$5.63M Buy
41,089
+615
+2% +$84.2K 3.38% 2
2021
Q1
$4.94M Buy
40,474
+1,162
+3% +$142K 3.27% 3
2020
Q4
$5.22M Buy
39,312
+2,471
+7% +$328K 3.75% 2
2020
Q3
$4.44M Buy
36,841
+65
+0.2% +$7.83K 3.57% 2
2020
Q2
$4.15M Sell
36,776
-1,792
-5% -$202K 3.25% 3
2020
Q1
$2.45M Buy
38,568
+5,968
+18% +$379K 2.42% 4
2019
Q4
$2.39M Sell
32,600
-384
-1% -$28.2K 1.94% 3
2019
Q3
$1.85M Buy
+32,984
New +$1.85M 1.98% 3