Redwood Financial Network’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
8,963
+94
+1% +$19.3K 1.24% 19
2025
Q1
$1.97M Buy
8,869
+149
+2% +$33.1K 1.5% 13
2024
Q4
$2.18M Buy
8,720
+53
+0.6% +$13.3K 1.63% 13
2024
Q3
$2.02M Sell
8,667
-240
-3% -$55.9K 1.58% 13
2024
Q2
$1.88M Sell
8,907
-26
-0.3% -$5.48K 1.58% 14
2024
Q1
$1.53M Buy
8,933
+346
+4% +$59.3K 1.33% 18
2023
Q4
$1.65M Sell
8,587
-579
-6% -$111K 1.6% 9
2023
Q3
$1.57M Sell
9,166
-1,901
-17% -$325K 1.66% 9
2023
Q2
$2.15M Sell
11,067
-24
-0.2% -$4.66K 2.01% 8
2023
Q1
$1.83M Buy
11,091
+192
+2% +$31.7K 1.86% 8
2022
Q4
$1.42M Sell
10,899
-84
-0.8% -$10.9K 1.61% 11
2022
Q3
$1.52M Sell
10,983
-297
-3% -$41K 1.73% 11
2022
Q2
$1.54M Buy
11,280
+416
+4% +$56.9K 1.68% 10
2022
Q1
$1.9M Buy
+10,864
New +$1.9M 1.76% 8