Retirement Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
5,869
-511
| -8% | -$105K | 0.11% | 27 |
|
|
2025
Q1 | $1.42M | Sell |
6,380
-36
| -0.6% | -$8K | 0.14% | 23 |
|
|
2024
Q4 | $1.61M | Buy |
6,416
+39
| +0.6% | +$9.77K | 0.17% | 21 |
|
|
2024
Q3 | $1.49M | Sell |
6,377
-22
| -0.3% | -$5.13K | 0.16% | 22 |
|
|
2024
Q2 | $1.35M | Buy |
+6,399
| New | +$1.35M | 0.16% | 22 |
|
|
2023
Q4 | $1.76M | Buy |
+9,126
| New | +$1.76M | 0.25% | 20 |
|
|
2023
Q3 | – | Sell |
-17,360
| Closed | -$3.37M | – | 59 |
|
|
2023
Q2 | $3.37M | Buy |
17,360
+12
| +0.1% | +$2.33K | 0.4% | 20 |
|
|
2023
Q1 | $2.86M | Buy |
17,348
+7,968
| +85% | +$1.31M | 0.51% | 20 |
|
|
2022
Q4 | $1.22M | Buy |
+9,380
| New | +$1.22M | 0.79% | 22 |
|