RIA
Realta Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
82,177
-2,666
| -3% | -$547K | 6.66% | 2 |
|
|
2025
Q1 | $18.8M | Sell |
84,843
-5,125
| -6% | -$1.14M | 8.59% | 1 |
|
|
2024
Q4 | $21.9M | Buy |
89,968
+13,870
| +18% | +$3.38M | 8.97% | 1 |
|
|
2024
Q3 | $17.6M | Sell |
76,098
-73,030
| -49% | -$16.9M | 8.1% | 1 |
|
|
2024
Q2 | $31.4M | Sell |
149,128
-686
| -0.5% | -$144K | 6.15% | 1 |
|
|
2024
Q1 | $25.7M | Sell |
149,814
-6,610
| -4% | -$1.13M | 5.3% | 1 |
|
|
2023
Q4 | $30.1M | Sell |
156,424
-2,592
| -2% | -$499K | 6.8% | 1 |
|
|
2023
Q3 | $30.8M | Sell |
159,016
-17,630
| -10% | -$3.42M | 7.09% | 1 |
|
|
2023
Q2 | $34.3M | Buy |
176,646
+2,045
| +1% | +$397K | 7.49% | 1 |
|
|
2023
Q1 | $28.8M | Sell |
174,601
-7,230
| -4% | -$1.19M | 7% | 1 |
|
|
2022
Q4 | $23.6M | Buy |
181,831
+1,804
| +1% | +$234K | 5.76% | 1 |
|
|
2022
Q3 | $24.9M | Sell |
180,027
-1,855
| -1% | -$256K | 6.52% | 1 |
|
|
2022
Q2 | $25.3M | Sell |
181,882
-7,955
| -4% | -$1.11M | 6.19% | 1 |
|
|
2022
Q1 | $33.1M | Sell |
189,837
-4,220
| -2% | -$737K | 6.6% | 1 |
|
|
2021
Q4 | $34.5M | Buy |
194,057
+2,352
| +1% | +$418K | 7.58% | 1 |
|
|
2021
Q3 | $27.1M | Buy |
191,705
+7,378
| +4% | +$1.04M | 6.39% | 1 |
|
|
2021
Q2 | $25.2M | Sell |
184,327
-1,321
| -0.7% | -$181K | 5.99% | 1 |
|
|
2021
Q1 | $22.7M | Sell |
185,648
-4,938
| -3% | -$603K | 5.97% | 1 |
|
|
2020
Q4 | $25.3M | Buy |
190,586
+4,720
| +3% | +$626K | 7.16% | 1 |
|
|
2020
Q3 | $21.5M | Buy |
185,866
+143,192
| +336% | +$16.6M | 7.21% | 2 |
|
|
2020
Q2 | $15.6M | Buy |
42,674
+1,314
| +3% | +$479K | 5.12% | 3 |
|
|
2020
Q1 | $10.5M | Sell |
41,360
-13,761
| -25% | -$3.5M | 4.52% | 3 |
|
|
2019
Q4 | $14.7M | Sell |
55,121
-1,271
| -2% | -$339K | 4.02% | 2 |
|
|
2019
Q3 | $12.6M | Sell |
56,392
-8,420
| -13% | -$1.89M | 3.43% | 2 |
|
|
2019
Q2 | $12.9M | Buy |
64,812
+28,855
| +80% | +$5.73M | 3.57% | 3 |
|
|
2019
Q1 | $6.81M | Buy |
+35,957
| New | +$6.81M | 3.1% | 1 |
|