REDW Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
14,090
+172
| +1% | +$35.3K | 1.15% | 19 |
|
|
2025
Q1 | $3.09M | Sell |
13,918
-2,514
| -15% | -$558K | 1.15% | 19 |
|
|
2024
Q4 | $4.11M | Sell |
16,432
-36,406
| -69% | -$9.12M | 1.43% | 16 |
|
|
2024
Q3 | $12.3M | Sell |
52,838
-839
| -2% | -$195K | 3.16% | 8 |
|
|
2024
Q2 | $11.3M | Sell |
53,677
-3
| -0% | -$632 | 2.96% | 9 |
|
|
2024
Q1 | $9.2M | Sell |
53,680
-1,658
| -3% | -$284K | 2.48% | 10 |
|
|
2023
Q4 | $10.7M | Sell |
55,338
-1,775
| -3% | -$342K | 3.05% | 8 |
|
|
2023
Q3 | $9.78M | Sell |
57,113
-1,421
| -2% | -$243K | 3.01% | 8 |
|
|
2023
Q2 | $11.4M | Sell |
58,534
-27
| -0% | -$5.24K | 3.4% | 7 |
|
|
2023
Q1 | $9.66M | Buy |
58,561
+967
| +2% | +$159K | 3.07% | 7 |
|
|
2022
Q4 | $7.48M | Sell |
57,594
-100
| -0.2% | -$13K | 2.59% | 11 |
|
|
2022
Q3 | $7.97M | Buy |
57,694
+216
| +0.4% | +$29.9K | 3.07% | 10 |
|
|
2022
Q2 | $7.86M | Buy |
57,478
+714
| +1% | +$97.6K | 2.88% | 9 |
|
|
2022
Q1 | $9.91M | Sell |
56,764
-556
| -1% | -$97.1K | 2.94% | 9 |
|
|
2021
Q4 | $10.2M | Buy |
57,320
+733
| +1% | +$130K | 2.96% | 9 |
|
|
2021
Q3 | $8.01M | Sell |
56,587
-137
| -0.2% | -$19.4K | 2.55% | 11 |
|
|
2021
Q2 | $7.77M | Buy |
56,724
+2,575
| +5% | +$353K | 2.46% | 11 |
|
|
2021
Q1 | $6.61M | Buy |
54,149
+440
| +0.8% | +$53.7K | 2.22% | 10 |
|
|
2020
Q4 | $7.13M | Sell |
53,709
-1,067
| -2% | -$142K | 2.64% | 10 |
|
|
2020
Q3 | $6.34M | Buy |
54,776
+644
| +1% | +$74.6K | 2.67% | 8 |
|
|
2020
Q2 | $4.94M | Sell |
54,132
-3,336
| -6% | -$304K | 2.44% | 9 |
|
|
2020
Q1 | $3.65M | Sell |
57,468
-128
| -0.2% | -$8.14K | 2.29% | 9 |
|
|
2019
Q4 | $4.23M | Sell |
57,596
-692
| -1% | -$50.8K | 2.36% | 7 |
|
|
2019
Q3 | $3.26M | Sell |
58,288
-992
| -2% | -$55.6K | 1.92% | 8 |
|
|
2019
Q2 | $2.93M | Buy |
59,280
+2,008
| +4% | +$99.4K | 1.75% | 9 |
|
|
2019
Q1 | $2.72M | Sell |
57,272
-1,136
| -2% | -$54K | 1.67% | 9 |
|
|
2018
Q4 | $2.3M | Sell |
58,408
-1,428
| -2% | -$56.3K | 1.59% | 10 |
|
|
2018
Q3 | $3.38M | Buy |
59,836
+204
| +0.3% | +$11.5K | 2.24% | 8 |
|
|
2018
Q2 | $2.76M | Buy |
59,632
+728
| +1% | +$33.7K | 1.98% | 8 |
|
|
2018
Q1 | $2.47M | Buy |
58,904
+924
| +2% | +$38.8K | 1.84% | 9 |
|
|
2017
Q4 | $2.45M | Sell |
57,980
-476
| -0.8% | -$20.1K | 1.9% | 10 |
|
|
2017
Q3 | $2.25M | Sell |
58,456
-1,684
| -3% | -$64.9K | 1.86% | 10 |
|
|
2017
Q2 | $2.17M | Buy |
60,140
+492
| +0.8% | +$17.7K | 2.12% | 9 |
|
|
2017
Q1 | $2.14M | Sell |
59,648
-1,888
| -3% | -$67.8K | 2.18% | 7 |
|
|
2016
Q4 | $1.78M | Buy |
+61,536
| New | +$1.78M | 2.01% | 8 |
|