RWG
Ratio Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.94M | Sell |
11,331
-331
| -3% | -$56.8K | 0.36% | 43 |
|
|
2023
Q4 | $2.25M | Buy |
11,662
+134
| +1% | +$25.8K | 0.49% | 37 |
|
|
2023
Q3 | $1.97M | Buy |
11,528
+1,424
| +14% | +$244K | 0.49% | 34 |
|
|
2023
Q2 | $1.96M | Buy |
+10,104
| New | +$1.96M | 0.48% | 34 |
|
|
2022
Q4 | $1.18M | Buy |
9,093
+426
| +5% | +$55.4K | 0.34% | 35 |
|
|
2022
Q3 | $1.2M | Sell |
8,667
-26
| -0.3% | -$3.59K | 0.39% | 33 |
|
|
2022
Q2 | $1.19M | Buy |
8,693
+24
| +0.3% | +$3.28K | 0.39% | 33 |
|
|
2022
Q1 | $1.51M | Sell |
8,669
-28
| -0.3% | -$4.89K | 0.45% | 31 |
|
|
2021
Q4 | $1.54M | Sell |
8,697
-640
| -7% | -$114K | 0.46% | 30 |
|
|
2021
Q3 | $1.32M | Buy |
9,337
+365
| +4% | +$51.6K | 0.43% | 29 |
|
|
2021
Q2 | $1.23M | Buy |
8,972
+1,256
| +16% | +$172K | 0.44% | 29 |
|
|
2021
Q1 | $942K | Buy |
7,716
+942
| +14% | +$115K | 0.39% | 30 |
|
|
2020
Q4 | $899K | Buy |
+6,774
| New | +$899K | 0.48% | 28 |
|