RWA
Redmont Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-914
| Closed | -$229K | – | 177 |
|
|
2024
Q4 | $229K | Hold |
914
| – | – | 0.4% | 61 |
|
|
2024
Q3 | $213K | Sell |
914
-1,414
| -61% | -$329K | 0.33% | 64 |
|
|
2024
Q2 | $490K | Sell |
2,328
-200
| -8% | -$42.1K | 0.77% | 37 |
|
|
2024
Q1 | $434K | Sell |
2,528
-8,134
| -76% | -$1.39M | 0.6% | 46 |
|
|
2023
Q4 | $2.05M | Sell |
10,662
-395
| -4% | -$76K | 2.99% | 8 |
|
|
2023
Q3 | $1.89M | Buy |
11,057
+5
| +0% | +$856 | 3.33% | 8 |
|
|
2023
Q2 | $2.14M | Buy |
11,052
+7,137
| +182% | +$1.38M | 3.69% | 7 |
|
|
2023
Q1 | $646K | Sell |
3,915
-7,102
| -64% | -$1.17M | 1.3% | 15 |
|
|
2022
Q4 | $1.43M | Sell |
11,017
-1,000
| -8% | -$130K | 1.68% | 10 |
|
|
2022
Q3 | $1.66M | Buy |
12,017
+1
| +0% | +$138 | 2.16% | 10 |
|
|
2022
Q2 | $1.64M | Hold |
12,016
| – | – | 1.99% | 9 |
|
|
2022
Q1 | $2.1M | Hold |
12,016
| – | – | 2.23% | 8 |
|
|
2021
Q4 | $2.13M | Buy |
+12,016
| New | +$2.13M | 2.28% | 7 |
|