Redmont Wealth Advisors’s Apple AAPL Stock Holding History

Redmont Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$248K	Hold	914	–	–	0.38%	53
2025 Q3	$233K	Hold	914	–	–	0.32%	63
2025 Q2	$188K	Buy	+914	New	+$185K	0.28%	64
2025 Q1	–	Sell	-914	Closed	-$229K	–	177
2024 Q4	$229K	Hold	914	–	–	0.4%	61
2024 Q3	$213K	Sell	914 -1,414	-61%	-$316K	0.33%	64
2024 Q2	$490K	Sell	2,328 -200	-8%	-$37.3K	0.77%	37
2024 Q1	$434K	Sell	2,528 -8,134	-76%	-$1.48M	0.6%	46
2023 Q4	$2.05M	Sell	10,662 -395	-4%	-$72.9K	2.99%	8
2023 Q3	$1.89M	Buy	11,057 +5	+0%	+$917	3.33%	8
2023 Q2	$2.14M	Buy	11,052 +7,137	+182%	+$1.24M	3.69%	7
2023 Q1	$646K	Sell	3,915 -7,102	-64%	-$1.05M	1.3%	15
2022 Q4	$1.43M	Sell	11,017 -1,000	-8%	-$143K	1.68%	10
2022 Q3	$1.66M	Buy	12,017 +1	+0%	+$157	2.16%	10
2022 Q2	$1.64M	Hold	12,016	–	–	2%	9
2022 Q1	$2.1M	Hold	12,016	–	–	2.23%	8
2021 Q4	$2.13M	Buy	+12,016	New	+$1.9M	2.36%	7

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return