RWG
Regal Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.15M | Sell |
6,333
-548
| -8% | -$99.7K | 0.71% | 23 |
|
|
2023
Q3 | $1.18M | Buy |
6,881
+661
| +11% | +$113K | 0.8% | 20 |
|
|
2023
Q2 | $1.19M | Buy |
6,220
+48
| +0.8% | +$9.15K | 0.78% | 21 |
|
|
2023
Q1 | $1.03M | Sell |
6,172
-140
| -2% | -$23.5K | 0.74% | 27 |
|
|
2022
Q4 | $820K | Buy |
6,312
+713
| +13% | +$92.6K | 0.6% | 23 |
|
|
2022
Q3 | $805K | Buy |
5,599
+37
| +0.7% | +$5.32K | 0.62% | 23 |
|
|
2022
Q2 | $760K | Buy |
5,562
+205
| +4% | +$28K | 0.55% | 25 |
|
|
2022
Q1 | $888K | Sell |
5,357
-3,949
| -42% | -$655K | 0.55% | 25 |
|
|
2021
Q4 | $1.65M | Sell |
9,306
-596
| -6% | -$106K | 0.93% | 23 |
|
|
2021
Q3 | $1.4M | Buy |
9,902
+4
| +0% | +$566 | 0.84% | 25 |
|
|
2021
Q2 | $1.36M | Buy |
9,898
+104
| +1% | +$14.2K | 0.8% | 25 |
|
|
2021
Q1 | $1.2M | Buy |
9,794
+59
| +0.6% | +$7.21K | 0.7% | 23 |
|
|
2020
Q4 | $1.29M | Buy |
9,735
+11
| +0.1% | +$1.46K | 0.79% | 22 |
|
|
2020
Q3 | $1.13M | Buy |
9,724
+7,321
| +305% | +$848K | 0.88% | 22 |
|
|
2020
Q2 | $877K | Sell |
2,403
-100
| -4% | -$36.5K | 0.72% | 23 |
|
|
2020
Q1 | $637K | Buy |
2,503
+83
| +3% | +$21.1K | 0.62% | 23 |
|
|
2019
Q4 | $711K | Sell |
2,420
-432
| -15% | -$127K | 0.46% | 26 |
|
|
2019
Q3 | $639K | Buy |
2,852
+14
| +0.5% | +$3.14K | 0.44% | 26 |
|
|
2019
Q2 | $562K | Buy |
2,838
+304
| +12% | +$60.2K | 0.39% | 24 |
|
|
2019
Q1 | $481K | Buy |
2,534
+84
| +3% | +$15.9K | 0.35% | 25 |
|
|
2018
Q4 | $387K | Buy |
2,450
+766
| +45% | +$121K | 0.35% | 28 |
|
|
2018
Q3 | $380K | Hold |
1,684
| – | – | 0.26% | 29 |
|
|
2018
Q2 | $312K | Sell |
1,684
-9
| -0.5% | -$1.67K | 0.33% | 32 |
|
|
2018
Q1 | $284K | Buy |
1,693
+1
| +0.1% | +$168 | 0.22% | 32 |
|
|
2017
Q4 | $286K | Buy |
1,692
+46
| +3% | +$7.78K | 0.2% | 32 |
|
|
2017
Q3 | $254K | Buy |
1,646
+171
| +12% | +$26.4K | 0.19% | 36 |
|
|
2017
Q2 | $212K | Sell |
1,475
-244
| -14% | -$35.1K | 0.16% | 38 |
|
|
2017
Q1 | $247K | Buy |
1,719
+27
| +2% | +$3.88K | 0.19% | 38 |
|
|
2016
Q4 | $196K | Buy |
1,692
+1
| +0.1% | +$116 | 0.16% | 40 |
|
|
2016
Q3 | $191K | Buy |
1,691
+31
| +2% | +$3.5K | 0.17% | 34 |
|
|
2016
Q2 | $159K | Buy |
1,660
+109
| +7% | +$10.4K | 0.15% | 36 |
|
|
2016
Q1 | $169K | Buy |
1,551
+1
| +0.1% | +$109 | 0.16% | 35 |
|
|
2015
Q4 | $163K | Buy |
+1,550
| New | +$163K | 0.16% | 35 |
|