RWM
Refined Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
2,750
-219
| -7% | -$44.9K | 0.39% | 21 |
|
|
2025
Q1 | $660K | Sell |
2,969
-9,759
| -77% | -$2.17M | 0.54% | 20 |
|
|
2024
Q4 | $3.19M | Sell |
12,728
-57
| -0.4% | -$14.3K | 2.43% | 13 |
|
|
2024
Q3 | $2.98M | Buy |
12,785
+146
| +1% | +$34K | 2.3% | 14 |
|
|
2024
Q2 | $2.66M | Buy |
12,639
+384
| +3% | +$80.9K | 2.05% | 14 |
|
|
2024
Q1 | $2.1M | Sell |
12,255
-259
| -2% | -$44.4K | 1.48% | 16 |
|
|
2023
Q4 | $2.41M | Sell |
12,514
-2
| -0% | -$385 | 1.88% | 14 |
|
|
2023
Q3 | $2.14M | Sell |
12,516
-77
| -0.6% | -$13.2K | 1.92% | 14 |
|
|
2023
Q2 | $2.44M | Buy |
12,593
+195
| +2% | +$37.8K | 2.01% | 13 |
|
|
2023
Q1 | $2.04M | Buy |
12,398
+301
| +2% | +$49.6K | 1.81% | 14 |
|
|
2022
Q4 | $1.57M | Buy |
12,097
+901
| +8% | +$117K | 1.38% | 16 |
|
|
2022
Q3 | $1.55M | Buy |
11,196
+70
| +0.6% | +$9.67K | 1.4% | 15 |
|
|
2022
Q2 | $1.52M | Buy |
11,126
+1,291
| +13% | +$176K | 1.36% | 16 |
|
|
2022
Q1 | $1.72M | Sell |
9,835
-1,382
| -12% | -$241K | 1.45% | 15 |
|
|
2021
Q4 | $1.99M | Buy |
11,217
+491
| +5% | +$87.2K | 1.54% | 15 |
|
|
2021
Q3 | $1.52M | Buy |
10,726
+157
| +1% | +$22.2K | 1.23% | 16 |
|
|
2021
Q2 | $1.45M | Buy |
+10,569
| New | +$1.45M | 1.22% | 15 |
|