RCA
Resonant Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
92,256
+10,138
| +12% | +$2.08M | 1.21% | 19 |
|
|
2025
Q1 | $18.2M | Buy |
82,118
+2,151
| +3% | +$478K | 1.27% | 19 |
|
|
2024
Q4 | $20M | Sell |
79,967
-1,266
| -2% | -$317K | 1.46% | 15 |
|
|
2024
Q3 | $18.9M | Buy |
81,233
+3,745
| +5% | +$873K | 1.39% | 17 |
|
|
2024
Q2 | $16.3M | Buy |
77,488
+2,814
| +4% | +$593K | 1.33% | 18 |
|
|
2024
Q1 | $12.8M | Buy |
74,674
+2,829
| +4% | +$485K | 1.1% | 21 |
|
|
2023
Q4 | $13.8M | Sell |
71,845
-1,503
| -2% | -$289K | 1.34% | 18 |
|
|
2023
Q3 | $12.6M | Buy |
73,348
+7,164
| +11% | +$1.23M | 1.34% | 18 |
|
|
2023
Q2 | $12.8M | Buy |
66,184
+356
| +0.5% | +$69.1K | 1.4% | 18 |
|
|
2023
Q1 | $10.9M | Buy |
65,828
+2,214
| +3% | +$365K | 1.23% | 21 |
|
|
2022
Q4 | $8.27M | Buy |
63,614
+1,712
| +3% | +$222K | 1.03% | 23 |
|
|
2022
Q3 | $8.56M | Buy |
61,902
+6,044
| +11% | +$835K | 1.3% | 17 |
|
|
2022
Q2 | $7.64M | Buy |
55,858
+2,160
| +4% | +$295K | 1.19% | 19 |
|
|
2022
Q1 | $9.36M | Buy |
53,698
+4,579
| +9% | +$798K | 1.39% | 16 |
|
|
2021
Q4 | $8.72M | Buy |
49,119
+8,740
| +22% | +$1.55M | 1.31% | 18 |
|
|
2021
Q3 | $5.71M | Buy |
40,379
+3,326
| +9% | +$471K | 0.99% | 19 |
|
|
2021
Q2 | $5.08M | Buy |
37,053
+1,120
| +3% | +$153K | 0.98% | 16 |
|
|
2021
Q1 | $4.39M | Buy |
35,933
+995
| +3% | +$122K | 0.9% | 19 |
|
|
2020
Q4 | $4.64M | Sell |
34,938
-2,894
| -8% | -$384K | 1.1% | 17 |
|
|
2020
Q3 | $4.38M | Buy |
37,832
+23,718
| +168% | +$2.75M | 1.25% | 17 |
|
|
2020
Q2 | $5.15M | Sell |
14,114
-2,744
| -16% | -$1M | 1.5% | 17 |
|
|
2020
Q1 | $4.29M | Buy |
16,858
+676
| +4% | +$172K | 1.56% | 15 |
|
|
2019
Q4 | $4.75M | Buy |
+16,182
| New | +$4.75M | 1.5% | 14 |
|