RWM
Revisor Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
53,872
-809
| -1% | -$172K | 4.13% | 2 |
|
|
2025
Q1 | $12.1M | Sell |
54,681
-9,189
| -14% | -$2.04M | 5.4% | 2 |
|
|
2024
Q4 | $16M | Sell |
63,870
-6,717
| -10% | -$1.68M | 14.74% | 1 |
|
|
2024
Q3 | $16.4M | Sell |
70,587
-3,766
| -5% | -$877K | 10.28% | 1 |
|
|
2024
Q2 | $15.7M | Buy |
74,353
+56,071
| +307% | +$11.8M | 10.88% | 1 |
|
|
2024
Q1 | $3.33M | Buy |
18,282
+11,313
| +162% | +$2.06M | 1.5% | 14 |
|
|
2023
Q4 | $1.34M | Sell |
6,969
-3,359
| -33% | -$647K | 1.54% | 12 |
|
|
2023
Q3 | $1.77M | Buy |
10,328
+3,594
| +53% | +$615K | 1.5% | 15 |
|
|
2023
Q2 | $1.31M | Buy |
6,734
+1,256
| +23% | +$244K | 1.17% | 20 |
|
|
2023
Q1 | $903K | Buy |
+5,478
| New | +$903K | 0.83% | 29 |
|