RFA
Resurgent Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
38,695
+742
| +2% | +$152K | 4.36% | 2 |
|
|
2025
Q1 | $8.43M | Sell |
37,953
-598
| -2% | -$133K | 5.06% | 1 |
|
|
2024
Q4 | $9.65M | Sell |
38,551
-1,076
| -3% | -$269K | 5.68% | 1 |
|
|
2024
Q3 | $9.23M | Sell |
39,627
-3
| -0% | -$699 | 5.4% | 2 |
|
|
2024
Q2 | $8.35M | Sell |
39,630
-1,001
| -2% | -$211K | 5.19% | 2 |
|
|
2024
Q1 | $6.97M | Sell |
40,631
-54
| -0.1% | -$9.26K | 3.71% | 2 |
|
|
2023
Q4 | $7.83M | Sell |
40,685
-2,210
| -5% | -$425K | 4.81% | 2 |
|
|
2023
Q3 | $7.34M | Sell |
42,895
-45
| -0.1% | -$7.71K | 5% | 1 |
|
|
2023
Q2 | $8.33M | Sell |
42,940
-14
| -0% | -$2.72K | 5.5% | 1 |
|
|
2023
Q1 | $7.08M | Sell |
42,954
-8,164
| -16% | -$1.35M | 4.71% | 2 |
|
|
2022
Q4 | $6.64M | Sell |
51,118
-6,953
| -12% | -$903K | 3.5% | 2 |
|
|
2022
Q3 | $8.03M | Buy |
58,071
+580
| +1% | +$80.2K | 5.36% | 1 |
|
|
2022
Q2 | $7.86M | Buy |
57,491
+2,631
| +5% | +$360K | 5.04% | 1 |
|
|
2022
Q1 | $9.58M | Buy |
54,860
+5,066
| +10% | +$885K | 5.94% | 2 |
|
|
2021
Q4 | $8.84M | Buy |
+49,794
| New | +$8.84M | 7.05% | 2 |
|