RPCONE
Retirement Planning Company of New England’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Sell |
35,209
-121
| -0.3% | -$24.8K | 3.22% | 2 |
|
|
2025
Q1 | $7.85M | Buy |
35,330
+528
| +2% | +$117K | 3.91% | 1 |
|
|
2024
Q4 | $8.72M | Buy |
34,802
+1,097
| +3% | +$275K | 4.23% | 1 |
|
|
2024
Q3 | $7.85M | Sell |
33,705
-921
| -3% | -$215K | 3.91% | 1 |
|
|
2024
Q2 | $7.29M | Sell |
34,626
-183
| -0.5% | -$38.5K | 3.97% | 1 |
|
|
2024
Q1 | $5.97M | Sell |
34,809
-8,773
| -20% | -$1.5M | 3.27% | 1 |
|
|
2023
Q4 | $8.39M | Buy |
43,582
+2,343
| +6% | +$451K | 3.78% | 1 |
|
|
2023
Q3 | $7.06M | Sell |
41,239
-6,080
| -13% | -$1.04M | 3.93% | 1 |
|
|
2023
Q2 | $9.18M | Sell |
47,319
-1,591
| -3% | -$309K | 5.29% | 1 |
|
|
2023
Q1 | $8.07M | Sell |
48,910
-1,249
| -2% | -$206K | 4.9% | 1 |
|
|
2022
Q4 | $6.52M | Buy |
50,159
+754
| +2% | +$98K | 4.25% | 1 |
|
|
2022
Q3 | $6.83M | Buy |
49,405
+2,056
| +4% | +$284K | 4.93% | 1 |
|
|
2022
Q2 | $6.47M | Sell |
47,349
-2,320
| -5% | -$317K | 4.41% | 1 |
|
|
2022
Q1 | $8.67M | Sell |
49,669
-4,137
| -8% | -$722K | 4.9% | 1 |
|
|
2021
Q4 | $9.55M | Buy |
+53,806
| New | +$9.55M | 4.65% | 1 |
|