RFP
RCS Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
14,947
-33
| -0.2% | -$6.77K | 1.53% | 17 |
|
|
2025
Q1 | $3.33M | Sell |
14,980
-163
| -1% | -$36.2K | 1.76% | 13 |
|
|
2024
Q4 | $3.79M | Buy |
15,143
+35
| +0.2% | +$8.76K | 2.02% | 11 |
|
|
2024
Q3 | $3.52M | Sell |
15,108
-162
| -1% | -$37.7K | 1.95% | 9 |
|
|
2024
Q2 | $3.22M | Hold |
15,270
| – | – | 1.9% | 10 |
|
|
2024
Q1 | $2.62M | Buy |
15,270
+503
| +3% | +$86.3K | 1.61% | 13 |
|
|
2023
Q4 | $2.84M | Buy |
14,767
+987
| +7% | +$190K | 1.86% | 12 |
|
|
2023
Q3 | $2.36M | Buy |
13,780
+171
| +1% | +$29.3K | 1.8% | 11 |
|
|
2023
Q2 | $2.64M | Sell |
13,609
-6
| -0% | -$1.16K | 2.18% | 10 |
|
|
2023
Q1 | $2.25M | Buy |
13,615
+75
| +0.6% | +$12.4K | 1.99% | 11 |
|
|
2022
Q4 | $1.76M | Buy |
+13,540
| New | +$1.76M | 1.71% | 12 |
|