RG
Retirement Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.94M | Sell |
22,984
-170
| -0.7% | -$29.2K | 1.41% | 18 |
|
|
2023
Q4 | $4.46M | Sell |
23,154
-256
| -1% | -$49.3K | 1.8% | 14 |
|
|
2023
Q3 | $4.01M | Buy |
23,410
+345
| +1% | +$59.1K | 1.67% | 14 |
|
|
2023
Q2 | $4.47M | Buy |
23,065
+124
| +0.5% | +$24.1K | 1.86% | 13 |
|
|
2023
Q1 | $3.78M | Buy |
22,941
+15,843
| +223% | +$2.61M | 1.73% | 13 |
|
|
2022
Q4 | $922K | Buy |
7,098
+3,774
| +114% | +$490K | 0.45% | 38 |
|
|
2022
Q3 | $459K | Sell |
3,324
-5,219
| -61% | -$721K | 0.37% | 43 |
|
|
2022
Q2 | $1.17M | Buy |
8,543
+388
| +5% | +$53K | 0.48% | 33 |
|
|
2022
Q1 | $1.42M | Buy |
8,155
+181
| +2% | +$31.6K | 0.55% | 28 |
|
|
2021
Q4 | $1.42M | Buy |
7,974
+1,533
| +24% | +$272K | 0.62% | 29 |
|
|
2021
Q3 | $911K | Buy |
6,441
+52
| +0.8% | +$7.36K | 0.42% | 47 |
|
|
2021
Q2 | $875K | Sell |
6,389
-19,763
| -76% | -$2.71M | 0.42% | 44 |
|
|
2021
Q1 | $3.2M | Sell |
26,152
-16,380
| -39% | -$2M | 1.45% | 17 |
|
|
2020
Q4 | $5.64M | Buy |
42,532
+17,153
| +68% | +$2.28M | 2.59% | 8 |
|
|
2020
Q3 | $2.94M | Buy |
25,379
+19,581
| +338% | +$2.27M | 1.65% | 16 |
|
|
2020
Q2 | $2.12M | Buy |
+5,798
| New | +$2.12M | 1.31% | 18 |
|
|
2019
Q4 | $1.82M | Buy |
+6,191
| New | +$1.82M | 1.18% | 22 |
|