RIS
Retirement Income Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
21,045
-269
| -1% | -$55.2K | 0.79% | 20 |
|
|
2025
Q1 | $4.73M | Sell |
21,314
-130
| -0.6% | -$28.9K | 0.99% | 17 |
|
|
2024
Q4 | $5.37M | Buy |
21,444
+941
| +5% | +$236K | 1.08% | 15 |
|
|
2024
Q3 | $4.78M | Sell |
20,503
-638
| -3% | -$149K | 1.09% | 16 |
|
|
2024
Q2 | $4.45M | Buy |
21,141
+1,272
| +6% | +$268K | 1.08% | 17 |
|
|
2024
Q1 | $3.41M | Buy |
19,869
+907
| +5% | +$156K | 0.77% | 20 |
|
|
2023
Q4 | $3.65M | Sell |
18,962
-99
| -0.5% | -$19.1K | 0.91% | 20 |
|
|
2023
Q3 | $3.26M | Buy |
19,061
+55
| +0.3% | +$9.42K | 0.91% | 20 |
|
|
2023
Q2 | $3.69M | Buy |
19,006
+1,239
| +7% | +$240K | 0.99% | 18 |
|
|
2023
Q1 | $2.93M | Buy |
17,767
+1,433
| +9% | +$236K | 0.85% | 21 |
|
|
2022
Q4 | $2.12M | Sell |
16,334
-201
| -1% | -$26.1K | 0.67% | 22 |
|
|
2022
Q3 | $2.36M | Sell |
16,535
-462
| -3% | -$65.8K | 0.85% | 20 |
|
|
2022
Q2 | $2.32M | Sell |
16,997
-163
| -0.9% | -$22.3K | 0.83% | 19 |
|
|
2022
Q1 | $3M | Buy |
17,160
+129
| +0.8% | +$22.5K | 0.83% | 18 |
|
|
2021
Q4 | $3.02M | Sell |
17,031
-234
| -1% | -$41.5K | 0.81% | 19 |
|
|
2021
Q3 | $2.44M | Sell |
17,265
-114
| -0.7% | -$16.1K | 0.82% | 19 |
|
|
2021
Q2 | $2.38M | Sell |
17,379
-819
| -5% | -$112K | 0.81% | 20 |
|
|
2021
Q1 | $2.22M | Buy |
18,198
+1,265
| +7% | +$155K | 0.77% | 19 |
|
|
2020
Q4 | $2.25M | Sell |
16,933
-359
| -2% | -$47.6K | 0.81% | 20 |
|
|
2020
Q3 | $2M | Buy |
17,292
+13,052
| +308% | +$1.51M | 0.89% | 22 |
|
|
2020
Q2 | $1.55M | Sell |
4,240
-685
| -14% | -$250K | 0.65% | 23 |
|
|
2020
Q1 | $1.25M | Sell |
4,925
-10
| -0.2% | -$2.54K | 0.7% | 20 |
|
|
2019
Q4 | $1.45M | Sell |
4,935
-467
| -9% | -$137K | 0.6% | 18 |
|
|
2019
Q3 | $1.21M | Buy |
5,402
+916
| +20% | +$205K | 0.65% | 15 |
|
|
2019
Q2 | $888K | Buy |
4,486
+81
| +2% | +$16K | 0.47% | 25 |
|
|
2019
Q1 | $837K | Buy |
4,405
+556
| +14% | +$106K | 0.48% | 21 |
|
|
2018
Q4 | $607K | Sell |
3,849
-31
| -0.8% | -$4.89K | 0.39% | 26 |
|
|
2018
Q3 | $876K | Buy |
3,880
+185
| +5% | +$41.8K | 0.49% | 20 |
|
|
2018
Q2 | $684K | Buy |
3,695
+40
| +1% | +$7.41K | 0.42% | 20 |
|
|
2018
Q1 | $613K | Sell |
3,655
-2,390
| -40% | -$401K | 0.37% | 22 |
|
|
2017
Q4 | $1.02M | Buy |
+6,045
| New | +$1.02M | 0.6% | 18 |
|