RFS
Retirement Financial Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
5,065
+40
| +0.8% | +$8.21K | 0.64% | 19 |
|
|
2025
Q1 | $1.12M | Sell |
5,025
-70
| -1% | -$15.6K | 0.68% | 18 |
|
|
2024
Q4 | $1.28M | Sell |
5,095
-65
| -1% | -$16.3K | 0.69% | 17 |
|
|
2024
Q3 | $1.2M | Sell |
5,160
-392
| -7% | -$91.3K | 0.53% | 21 |
|
|
2024
Q2 | $1.17M | Buy |
5,552
+141
| +3% | +$29.7K | 0.55% | 22 |
|
|
2024
Q1 | $928K | Sell |
5,411
-1,233
| -19% | -$211K | 0.48% | 23 |
|
|
2023
Q4 | $1.28M | Buy |
6,644
+741
| +13% | +$143K | 0.72% | 20 |
|
|
2023
Q3 | $1.01M | Sell |
5,903
-994
| -14% | -$170K | 0.68% | 18 |
|
|
2023
Q2 | $1.34M | Buy |
6,897
+1,985
| +40% | +$385K | 0.92% | 16 |
|
|
2023
Q1 | $810K | Buy |
4,912
+2,190
| +80% | +$361K | 0.64% | 17 |
|
|
2022
Q4 | $354K | Buy |
+2,722
| New | +$354K | 0.3% | 24 |
|