Resonant Capital Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18.9M Buy
2025
Q1
$18.2M Buy
2024
Q4
$20M Sell
2024
Q3
$18.9M Buy
2024
Q2
$16.3M Buy
2024
Q1
$12.8M Buy
2023
Q4
$13.8M Sell
2023
Q3
$12.6M Buy
2023
Q2
$12.8M Buy
2023
Q1
$10.9M Buy
2022
Q4
$8.27M Buy
2022
Q3
$8.55M Buy
2022
Q2
$7.64M Buy
2022
Q1
$9.36M Buy
2021
Q4
$8.72M Buy
2021
Q3
$5.71M Buy
2021
Q2
$5.08M Buy
2021
Q1
$4.39M Buy
2020
Q4
$4.64M Sell
2020
Q3
$4.38M Sell
2020
Q2
$5.15M Sell
2020
Q1
$4.29M Buy
2019
Q4
$4.75M Buy