RWM
Reston Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
5,368
+752
| +16% | +$154K | 0.39% | 19 |
|
|
2025
Q1 | $1.03M | Buy |
4,616
+317
| +7% | +$70.4K | 0.41% | 19 |
|
|
2024
Q4 | $1.08M | Sell |
4,299
-158
| -4% | -$39.6K | 0.4% | 20 |
|
|
2024
Q3 | $1.04M | Buy |
4,457
+109
| +3% | +$25.4K | 0.38% | 20 |
|
|
2024
Q2 | $916K | Buy |
4,348
+14
| +0.3% | +$2.95K | 0.37% | 22 |
|
|
2024
Q1 | $743K | Sell |
4,334
-321
| -7% | -$55K | 0.3% | 24 |
|
|
2023
Q4 | $896K | Sell |
4,655
-124
| -3% | -$23.9K | 0.41% | 20 |
|
|
2023
Q3 | $818K | Buy |
4,779
+714
| +18% | +$122K | 0.41% | 20 |
|
|
2023
Q2 | $788K | Buy |
4,065
+206
| +5% | +$40K | 0.38% | 19 |
|
|
2023
Q1 | $636K | Sell |
3,859
-669
| -15% | -$110K | 0.33% | 21 |
|
|
2022
Q4 | $588K | Sell |
4,528
-80
| -2% | -$10.4K | 0.33% | 24 |
|
|
2022
Q3 | $637K | Sell |
4,608
-1,660
| -26% | -$229K | 0.38% | 25 |
|
|
2022
Q2 | $857K | Sell |
6,268
-590
| -9% | -$80.7K | 0.48% | 22 |
|
|
2022
Q1 | $1.2M | Sell |
6,858
-218
| -3% | -$38.1K | 0.61% | 17 |
|
|
2021
Q4 | $1.26M | Buy |
7,076
+47
| +0.7% | +$8.34K | 0.61% | 17 |
|
|
2021
Q3 | $995K | Buy |
7,029
+513
| +8% | +$72.6K | 0.52% | 19 |
|
|
2021
Q2 | $892K | Buy |
6,516
+12
| +0.2% | +$1.64K | 0.45% | 24 |
|
|
2021
Q1 | $794K | Sell |
6,504
-313
| -5% | -$38.2K | 0.42% | 23 |
|
|
2020
Q4 | $905K | Buy |
6,817
+766
| +13% | +$102K | 0.51% | 22 |
|
|
2020
Q3 | $701K | Buy |
6,051
+4,301
| +246% | +$498K | 0.45% | 23 |
|
|
2020
Q2 | $639K | Sell |
1,750
-306
| -15% | -$112K | 0.44% | 23 |
|
|
2020
Q1 | $523K | Buy |
2,056
+3
| +0.1% | +$763 | 0.42% | 24 |
|
|
2019
Q4 | $603K | Sell |
2,053
-525
| -20% | -$154K | 0.48% | 20 |
|
|
2019
Q3 | $577K | Buy |
2,578
+524
| +26% | +$117K | 0.52% | 20 |
|
|
2019
Q2 | $406K | Sell |
2,054
-92
| -4% | -$18.2K | 0.32% | 30 |
|
|
2019
Q1 | $452K | Sell |
2,146
-142
| -6% | -$29.9K | 0.36% | 29 |
|
|
2018
Q4 | $361K | Buy |
+2,288
| New | +$361K | 0.34% | 30 |
|