RWP
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 |
|