RS
Retirement Solution’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
8,395
-39,003
| -82% | -$8M | 0.44% | 13 |
|
|
2025
Q1 | $6.83M | Buy |
47,398
+35,232
| +290% | +$5.07M | 1.88% | 9 |
|
|
2024
Q4 | $3.05M | Sell |
12,166
-20,679
| -63% | -$5.18M | 0.8% | 15 |
|
|
2024
Q3 | $7.65M | Buy |
32,845
+20,467
| +165% | +$4.77M | 1.86% | 8 |
|
|
2024
Q2 | $2.61M | Sell |
12,378
-213
| -2% | -$44.9K | 0.7% | 15 |
|
|
2024
Q1 | $2.16M | Sell |
12,591
-1,095
| -8% | -$188K | 0.59% | 16 |
|
|
2023
Q4 | $2.63M | Buy |
13,686
+2,062
| +18% | +$397K | 0.78% | 14 |
|
|
2023
Q3 | $1.99M | Sell |
11,624
-227
| -2% | -$38.9K | 0.66% | 18 |
|
|
2023
Q2 | $2.3M | Buy |
11,851
+180
| +2% | +$34.9K | 0.74% | 17 |
|
|
2023
Q1 | $1.92M | Sell |
11,671
-259
| -2% | -$42.7K | 0.68% | 18 |
|
|
2022
Q4 | $1.55M | Sell |
11,930
-13,810
| -54% | -$1.79M | 0.85% | 9 |
|
|
2022
Q3 | $3.56M | Sell |
25,740
-285
| -1% | -$39.4K | 1.91% | 5 |
|
|
2022
Q2 | $3.56M | Sell |
26,025
-25,345
| -49% | -$3.47M | 1.93% | 5 |
|
|
2022
Q1 | $8.97M | Buy |
51,370
+6,098
| +13% | +$1.06M | 3.96% | 4 |
|
|
2021
Q4 | $8.04M | Sell |
45,272
-54
| -0.1% | -$9.59K | 3.44% | 4 |
|
|
2021
Q3 | $6.41M | Buy |
45,326
+1,991
| +5% | +$282K | 2.95% | 4 |
|
|
2021
Q2 | $5.94M | Buy |
43,335
+14,972
| +53% | +$2.05M | 2.83% | 4 |
|
|
2021
Q1 | $3.47M | Sell |
28,363
-532
| -2% | -$65K | 2.09% | 4 |
|
|
2020
Q4 | $3.83M | Buy |
+28,895
| New | +$3.83M | 2.52% | 3 |
|