RZH
Relyea Zuckerberg Hanson’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
114,757
+29,630
| +35% | +$6.08M | 2.76% | 8 |
|
|
2025
Q1 | $18.9M | Sell |
85,127
-2,098
| -2% | -$466K | 2.55% | 8 |
|
|
2024
Q4 | $21.8M | Buy |
87,225
+7,829
| +10% | +$1.96M | 2.94% | 7 |
|
|
2024
Q3 | $18.5M | Buy |
79,396
+173
| +0.2% | +$40.3K | 2.81% | 6 |
|
|
2024
Q2 | $16.7M | Sell |
79,223
-476
| -0.6% | -$100K | 2.8% | 6 |
|
|
2024
Q1 | $13.7M | Buy |
79,699
+891
| +1% | +$153K | 2.39% | 6 |
|
|
2023
Q4 | $15.2M | Buy |
78,808
+570
| +0.7% | +$110K | 2.96% | 6 |
|
|
2023
Q3 | $13.4M | Buy |
78,238
+9,101
| +13% | +$1.56M | 3.06% | 6 |
|
|
2023
Q2 | $13.4M | Sell |
69,137
-43,421
| -39% | -$8.42M | 3.01% | 6 |
|
|
2023
Q1 | $18.6M | Buy |
112,558
+30,379
| +37% | +$5.01M | 4.53% | 5 |
|
|
2022
Q4 | $10.7M | Buy |
82,179
+4,780
| +6% | +$621K | 3.05% | 6 |
|
|
2022
Q3 | $10.7M | Buy |
77,399
+18,380
| +31% | +$2.54M | 3.86% | 5 |
|
|
2022
Q2 | $8.07M | Sell |
59,019
-6,707
| -10% | -$917K | 3.01% | 5 |
|
|
2022
Q1 | $11.2M | Buy |
65,726
+5,363
| +9% | +$914K | 3.67% | 4 |
|
|
2021
Q4 | $9.8M | Buy |
60,363
+13,221
| +28% | +$2.15M | 3.56% | 4 |
|
|
2021
Q3 | $6.67M | Buy |
47,142
+3,072
| +7% | +$435K | 2.59% | 6 |
|
|
2021
Q2 | $6.04M | Buy |
44,070
+1,322
| +3% | +$181K | 2.48% | 9 |
|
|
2021
Q1 | $5.75M | Sell |
42,748
-1,574
| -4% | -$212K | 2.54% | 9 |
|
|
2020
Q4 | $5.88M | Sell |
44,322
-559
| -1% | -$74.2K | 3.15% | 6 |
|
|
2020
Q3 | $5.42M | Buy |
44,881
+33,745
| +303% | +$4.07M | 3.49% | 5 |
|
|
2020
Q2 | $4.06M | Buy |
11,136
+732
| +7% | +$267K | 3.24% | 8 |
|
|
2020
Q1 | $2.65M | Sell |
10,404
-222
| -2% | -$56.5K | 2.9% | 8 |
|
|
2019
Q4 | $3.12M | Buy |
+10,626
| New | +$3.12M | 3% | 8 |
|