RWM
RBA Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
42,169
+399
| +1% | +$81.9K | 3.22% | 3 |
|
|
2025
Q1 | $9.28M | Sell |
41,770
-226
| -0.5% | -$50.2K | 3.67% | 1 |
|
|
2024
Q4 | $10.5M | Sell |
41,996
-1,423
| -3% | -$356K | 4% | 2 |
|
|
2024
Q3 | $10.1M | Sell |
43,419
-375
| -0.9% | -$87.4K | 3.9% | 1 |
|
|
2024
Q2 | $9.22M | Sell |
43,794
-712
| -2% | -$150K | 3.7% | 1 |
|
|
2024
Q1 | $7.63M | Buy |
44,506
+626
| +1% | +$107K | 3.09% | 4 |
|
|
2023
Q4 | $8.45M | Sell |
43,880
-22
| -0.1% | -$4.24K | 3.69% | 1 |
|
|
2023
Q3 | $7.52M | Sell |
43,902
-549
| -1% | -$94K | 3.62% | 1 |
|
|
2023
Q2 | $8.62M | Sell |
44,451
-1,298
| -3% | -$252K | 4.02% | 1 |
|
|
2023
Q1 | $7.54M | Buy |
45,749
+1,075
| +2% | +$177K | 3.76% | 1 |
|
|
2022
Q4 | $5.8M | Buy |
44,674
+183
| +0.4% | +$23.8K | 3.04% | 3 |
|
|
2022
Q3 | $6.15M | Sell |
44,491
-295
| -0.7% | -$40.8K | 3.54% | 1 |
|
|
2022
Q2 | $6.12M | Buy |
44,786
+1,166
| +3% | +$159K | 3.39% | 1 |
|
|
2022
Q1 | $7.62M | Buy |
43,620
+115
| +0.3% | +$20.1K | 3.66% | 1 |
|
|
2021
Q4 | $7.73M | Sell |
43,505
-819
| -2% | -$145K | 3.65% | 1 |
|
|
2021
Q3 | $6.27M | Buy |
44,324
+1,785
| +4% | +$253K | 15.12% | 1 |
|
|
2021
Q2 | $5.83M | Buy |
42,539
+143
| +0.3% | +$19.6K | 12.37% | 1 |
|
|
2021
Q1 | $5.18M | Buy |
42,396
+240
| +0.6% | +$29.3K | 4.39% | 2 |
|
|
2020
Q4 | $5.59M | Sell |
42,156
-672
| -2% | -$89.2K | 3.37% | 1 |
|
|
2020
Q3 | $4.96M | Buy |
42,828
+26,463
| +162% | +$3.06M | 3.35% | 1 |
|
|
2020
Q2 | $5.97M | Sell |
16,365
-417
| -2% | -$152K | 4.34% | 1 |
|
|
2020
Q1 | $4.27M | Sell |
16,782
-300
| -2% | -$76.3K | 3.69% | 1 |
|
|
2019
Q4 | $5.01M | Sell |
17,082
-189
| -1% | -$55.4K | 3.41% | 1 |
|
|
2019
Q3 | $3.87M | Buy |
17,271
+30
| +0.2% | +$6.72K | 2.95% | 1 |
|
|
2019
Q2 | $3.41M | Sell |
17,241
-67
| -0.4% | -$13.3K | 2.63% | 2 |
|
|
2019
Q1 | $3.47M | Buy |
+17,308
| New | +$3.47M | 2.71% | 3 |
|