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Revolve Wealth Partners’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14M Sell
68,081
-4,415
-6% -$906K 1.82% 15
2025
Q1
$16.1M Buy
72,496
+5,639
+8% +$1.25M 2.33% 13
2024
Q4
$16.7M Buy
66,857
+2,695
+4% +$675K 2.42% 11
2024
Q3
$14.9M Buy
64,162
+5,116
+9% +$1.19M 2.28% 13
2024
Q2
$12.4M Sell
59,046
-2,039
-3% -$429K 2.04% 14
2024
Q1
$10.5M Sell
61,085
-1,029
-2% -$176K 1.78% 17
2023
Q4
$12M Sell
62,114
-1,153
-2% -$222K 2.31% 14
2023
Q3
$10.8M Buy
63,267
+2,307
+4% +$395K 2.49% 12
2023
Q2
$11.8M Buy
60,960
+1,305
+2% +$253K 2.77% 9
2023
Q1
$9.84M Sell
59,655
-1,412
-2% -$233K 2.5% 10
2022
Q4
$7.93M Buy
61,067
+651
+1% +$84.6K 2.27% 15
2022
Q3
$8.35M Buy
60,416
+135
+0.2% +$18.7K 2.79% 12
2022
Q2
$8.24M Sell
60,281
-3,037
-5% -$415K 2.71% 10
2022
Q1
$11.1M Buy
63,318
+4,969
+9% +$868K 3.19% 10
2021
Q4
$10.4M Buy
+58,349
New +$10.4M 2.98% 11