RDWM
Red Door Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2M | Buy |
171,644
+29,149
| +20% | +$5.98M | 4.2% | 4 |
|
|
2025
Q1 | $31.7M | Buy |
142,495
+5,606
| +4% | +$1.25M | 4.68% | 2 |
|
|
2024
Q4 | $34.3M | Buy |
136,889
+16,040
| +13% | +$4.02M | 5.25% | 2 |
|
|
2024
Q3 | $28.2M | Buy |
120,849
+7,746
| +7% | +$1.8M | 4.68% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
113,103
+3,232
| +3% | +$681K | 4.2% | 4 |
|
|
2024
Q1 | $18.8M | Buy |
109,871
+1,165
| +1% | +$200K | 3.63% | 5 |
|
|
2023
Q4 | $20.9M | Buy |
108,706
+1,986
| +2% | +$382K | 4.54% | 3 |
|
|
2023
Q3 | $18.3M | Sell |
106,720
-8,460
| -7% | -$1.45M | 4.57% | 3 |
|
|
2023
Q2 | $22.3M | Buy |
115,180
+20,171
| +21% | +$3.91M | 4.95% | 2 |
|
|
2023
Q1 | $15.7M | Sell |
95,009
-801
| -0.8% | -$132K | 4.91% | 2 |
|
|
2022
Q4 | $12.4M | Sell |
95,810
-4,257
| -4% | -$553K | 4.09% | 2 |
|
|
2022
Q3 | $13.8M | Buy |
100,067
+1,820
| +2% | +$252K | 5.24% | 2 |
|
|
2022
Q2 | $13.4M | Buy |
98,247
+1,264
| +1% | +$173K | 4.97% | 2 |
|
|
2022
Q1 | $16.9M | Buy |
96,983
+3,087
| +3% | +$539K | 5.68% | 2 |
|
|
2021
Q4 | $16.7M | Buy |
93,896
+5,250
| +6% | +$932K | 5.47% | 2 |
|
|
2021
Q3 | $12.5M | Buy |
88,646
+2,083
| +2% | +$295K | 4.8% | 2 |
|
|
2021
Q2 | $11.9M | Buy |
86,563
+4,253
| +5% | +$582K | 4.61% | 2 |
|
|
2021
Q1 | $10.1M | Buy |
82,310
+2,372
| +3% | +$291K | 5.14% | 2 |
|
|
2020
Q4 | $10.6M | Sell |
79,938
-36
| -0% | -$4.78K | 6.25% | 3 |
|
|
2020
Q3 | $9.31M | Buy |
79,974
+59,198
| +285% | +$6.89M | 6.86% | 2 |
|
|
2020
Q2 | $7.58M | Buy |
20,776
+790
| +4% | +$288K | 5.55% | 2 |
|
|
2020
Q1 | $5.08M | Buy |
19,986
+1,106
| +6% | +$281K | 4.82% | 2 |
|
|
2019
Q4 | $5.9M | Buy |
+18,880
| New | +$5.9M | 5.25% | 2 |
|