Red Tortoise LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
5,717
+49
| +0.9% | +$10.1K | 0.57% | 40 |
|
|
2025
Q1 | $1.26M | Sell |
5,668
-160
| -3% | -$35.5K | 0.65% | 34 |
|
|
2024
Q4 | $1.46M | Hold |
5,828
| – | – | 0.76% | 34 |
|
|
2024
Q3 | $1.36M | Hold |
5,828
| – | – | 0.68% | 34 |
|
|
2024
Q2 | $1.23M | Buy |
5,828
+400
| +7% | +$84.2K | 0.66% | 36 |
|
|
2024
Q1 | $931K | Buy |
5,428
+79
| +1% | +$13.5K | 0.52% | 43 |
|
|
2023
Q4 | $1.03M | Hold |
5,349
| – | – | 0.58% | 37 |
|
|
2023
Q3 | $916K | Sell |
5,349
-36
| -0.7% | -$6.16K | 0.61% | 38 |
|
|
2023
Q2 | $1.04M | Sell |
5,385
-61
| -1% | -$11.8K | 0.66% | 36 |
|
|
2023
Q1 | $898K | Hold |
5,446
| – | – | 0.6% | 38 |
|
|
2022
Q4 | $708K | Buy |
+5,446
| New | +$708K | 0.49% | 46 |
|
|
2022
Q2 | $775K | Sell |
5,667
-173
| -3% | -$23.7K | 0.64% | 37 |
|
|
2022
Q1 | $1.02M | Sell |
5,840
-44
| -0.7% | -$7.69K | 0.77% | 34 |
|
|
2021
Q4 | $1.05M | Buy |
5,884
+398
| +7% | +$70.7K | 0.72% | 35 |
|
|
2021
Q3 | $758K | Buy |
+5,486
| New | +$758K | 0.59% | 41 |
|