Redwood Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
16,356
-990
| -6% | -$203K | 1.51% | 14 |
|
|
2025
Q1 | $3.85M | Sell |
17,346
-656
| -4% | -$146K | 1.96% | 6 |
|
|
2024
Q4 | $4.5M | Sell |
18,002
-198
| -1% | -$49.5K | 2.2% | 5 |
|
|
2024
Q3 | $4.24M | Sell |
18,200
-550
| -3% | -$128K | 2.1% | 6 |
|
|
2024
Q2 | $3.95M | Sell |
18,750
-160
| -0.8% | -$33.7K | 2.97% | 3 |
|
|
2024
Q1 | $3.24M | Sell |
18,910
-1,607
| -8% | -$276K | 3.44% | 3 |
|
|
2023
Q4 | $3.95M | Buy |
20,517
+134
| +0.7% | +$25.8K | 4.38% | 2 |
|
|
2023
Q3 | $3.49M | Sell |
20,383
-104
| -0.5% | -$17.8K | 4.08% | 2 |
|
|
2023
Q2 | $3.97M | Sell |
20,487
-69
| -0.3% | -$13.4K | 4.41% | 1 |
|
|
2023
Q1 | $3.39M | Sell |
20,556
-457
| -2% | -$75.4K | 3.84% | 1 |
|
|
2022
Q4 | $2.73M | Buy |
+21,013
| New | +$2.73M | 3.41% | 3 |
|