RA
Rational Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
19,373
+4,973
| +35% | +$1.02M | 0.39% | 49 |
|
|
2025
Q1 | $3.2M | Sell |
14,400
-5,121
| -26% | -$1.14M | 0.32% | 55 |
|
|
2024
Q4 | $4.89M | Sell |
19,521
-3,792
| -16% | -$950K | 0.48% | 39 |
|
|
2024
Q3 | $5.43M | Buy |
23,313
+145
| +0.6% | +$33.8K | 0.52% | 27 |
|
|
2024
Q2 | $4.88M | Buy |
23,168
+14,965
| +182% | +$3.15M | 0.48% | 32 |
|
|
2024
Q1 | $1.41M | Sell |
8,203
-12,410
| -60% | -$2.13M | 0.13% | 71 |
|
|
2023
Q4 | $3.97M | Sell |
20,613
-3,378
| -14% | -$650K | 0.4% | 34 |
|
|
2023
Q3 | $4.11M | Buy |
23,991
+6,383
| +36% | +$1.09M | 0.37% | 36 |
|
|
2023
Q2 | $3.42M | Sell |
17,608
-7,974
| -31% | -$1.55M | 0.28% | 37 |
|
|
2023
Q1 | $4.22M | Buy |
25,582
+2,893
| +13% | +$477K | 0.34% | 30 |
|
|
2022
Q4 | $2.95M | Sell |
22,689
-3,420
| -13% | -$444K | 0.24% | 35 |
|
|
2022
Q3 | $3.61M | Sell |
26,109
-3,880
| -13% | -$536K | 0.28% | 32 |
|
|
2022
Q2 | $4.1M | Sell |
29,989
-5,698
| -16% | -$779K | 0.3% | 30 |
|
|
2022
Q1 | $6.23M | Buy |
35,687
+720
| +2% | +$126K | 0.37% | 23 |
|
|
2021
Q4 | $6.21M | Sell |
34,967
-4,536
| -11% | -$805K | 0.38% | 24 |
|
|
2021
Q3 | $5.59M | Buy |
39,503
+12,896
| +48% | +$1.82M | 0.44% | 24 |
|
|
2021
Q2 | $3.64M | Sell |
26,607
-16,289
| -38% | -$2.23M | 0.43% | 32 |
|
|
2021
Q1 | $5.24M | Buy |
42,896
+3,359
| +8% | +$410K | 0.97% | 20 |
|
|
2020
Q4 | $5.25M | Buy |
39,537
+24,251
| +159% | +$3.22M | 1.41% | 17 |
|
|
2020
Q3 | $1.77M | Buy |
15,286
+7,959
| +109% | +$922K | 0.76% | 37 |
|
|
2020
Q2 | $2.67M | Buy |
7,327
+1,291
| +21% | +$471K | 1.38% | 9 |
|
|
2020
Q1 | $1.54M | Sell |
6,036
-1,495
| -20% | -$380K | 1.12% | 21 |
|
|
2019
Q4 | $2.21M | Sell |
7,531
-57
| -0.8% | -$16.7K | 1.04% | 13 |
|
|
2019
Q3 | $1.7M | Sell |
7,588
-6,349
| -46% | -$1.42M | 0.66% | 39 |
|
|
2019
Q2 | $2.76M | Sell |
13,937
-10,083
| -42% | -$2M | 0.98% | 15 |
|
|
2019
Q1 | $4.56M | Sell |
24,020
-15,414
| -39% | -$2.93M | 1.23% | 14 |
|
|
2018
Q4 | $6.22M | Buy |
39,434
+7,376
| +23% | +$1.16M | 1.94% | 10 |
|
|
2018
Q3 | $7.24M | Buy |
32,058
+26,440
| +471% | +$5.97M | 1.73% | 13 |
|
|
2018
Q2 | $1.04M | Sell |
5,618
-10,222
| -65% | -$1.89M | 0.49% | 74 |
|
|
2018
Q1 | $2.66M | Sell |
15,840
-73
| -0.5% | -$12.3K | 1.25% | 7 |
|
|
2017
Q4 | $2.69M | Buy |
15,913
+11,263
| +242% | +$1.91M | 1.4% | 4 |
|
|
2017
Q3 | $717K | Sell |
4,650
-50
| -1% | -$7.71K | 0.38% | 83 |
|
|
2017
Q2 | $677K | Buy |
4,700
+1,229
| +35% | +$177K | 0.42% | 90 |
|
|
2017
Q1 | $499K | Sell |
3,471
-3,410
| -50% | -$490K | 0.33% | 96 |
|
|
2016
Q4 | $811K | Buy |
6,881
+5,471
| +388% | +$645K | 0.77% | 53 |
|
|
2016
Q3 | $159K | Buy |
+1,410
| New | +$159K | 0.1% | 148 |
|
|
2015
Q3 | $314K | Sell |
2,845
-2,113
| -43% | -$233K | 0.13% | 140 |
|
|
2015
Q2 | $622K | Sell |
4,958
-360
| -7% | -$45.2K | 0.2% | 123 |
|
|
2015
Q1 | $662K | Sell |
5,318
-1,736
| -25% | -$216K | 0.16% | 138 |
|
|
2014
Q4 | $779K | Buy |
+7,054
| New | +$779K | 0.15% | 151 |
|
|
2013
Q4 | $1.63M | Sell |
2,900
-862
| -23% | -$484K | 0.14% | 227 |
|
|
2013
Q3 | $1.79M | Sell |
3,762
-5,749
| -60% | -$2.74M | 0.14% | 238 |
|
|
2013
Q2 | $3.77M | Buy |
+9,511
| New | +$3.77M | 0.32% | 102 |
|