RPWA
Regent Peak Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $24.8M | Sell |
111,467
-391
| -0.3% | -$86.9K | 5.85% | 3 |
|
|
2024
Q4 | $28M | Buy |
111,858
+1,050
| +0.9% | +$263K | 6.29% | 3 |
|
|
2024
Q3 | $25.8M | Buy |
110,808
+1,744
| +2% | +$406K | 5.93% | 2 |
|
|
2024
Q2 | $23M | Sell |
109,064
-1,131
| -1% | -$238K | 5.26% | 3 |
|
|
2024
Q1 | $18.9M | Sell |
110,195
-793
| -0.7% | -$136K | 4.8% | 4 |
|
|
2023
Q4 | $21.4M | Buy |
110,988
+133
| +0.1% | +$25.6K | 5.8% | 2 |
|
|
2023
Q3 | $19M | Buy |
110,855
+548
| +0.5% | +$93.8K | 5.8% | 3 |
|
|
2023
Q2 | $21.4M | Sell |
110,307
-4,583
| -4% | -$889K | 6.23% | 2 |
|
|
2023
Q1 | $18.9M | Sell |
114,890
-1,111
| -1% | -$183K | 5.86% | 3 |
|
|
2022
Q4 | $15.1M | Sell |
116,001
-335
| -0.3% | -$43.5K | 4.94% | 3 |
|
|
2022
Q3 | $16.1M | Buy |
116,336
+967
| +0.8% | +$134K | 5.66% | 3 |
|
|
2022
Q2 | $15.8M | Buy |
115,369
+100
| +0.1% | +$13.7K | 5.15% | 3 |
|
|
2022
Q1 | $20.1M | Buy |
115,269
+2,381
| +2% | +$416K | 5.77% | 3 |
|
|
2021
Q4 | $20M | Buy |
112,888
+1,214
| +1% | +$216K | 5.45% | 3 |
|
|
2021
Q3 | $15.8M | Buy |
111,674
+178
| +0.2% | +$25.2K | 4.53% | 5 |
|
|
2021
Q2 | $16.3M | Buy |
111,496
+3,904
| +4% | +$569K | 4.55% | 4 |
|
|
2021
Q1 | $13.1M | Buy |
107,592
+1,318
| +1% | +$161K | 4.32% | 6 |
|
|
2020
Q4 | $14.1M | Buy |
106,274
+6,430
| +6% | +$853K | 4.7% | 5 |
|
|
2020
Q3 | $11.6M | Buy |
99,844
+75,103
| +304% | +$8.7M | 4.92% | 5 |
|
|
2020
Q2 | $9.03M | Buy |
24,741
+1,104
| +5% | +$403K | 4.09% | 6 |
|
|
2020
Q1 | $6.01M | Buy |
23,637
+410
| +2% | +$104K | 3.34% | 8 |
|
|
2019
Q4 | $6.82M | Buy |
+23,227
| New | +$6.82M | 3.11% | 9 |
|