RLWM
RF&L Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Hold |
28,289
| – | – | 3.74% | 7 |
|
|
2025
Q1 | $6.28M | Hold |
28,289
| – | – | 4.49% | 6 |
|
|
2024
Q4 | $7.08M | Hold |
28,289
| – | – | 5.01% | 6 |
|
|
2024
Q3 | $6.59M | Sell |
28,289
-20
| -0.1% | -$4.66K | 4.66% | 6 |
|
|
2024
Q2 | $5.96M | Sell |
28,309
-7,000
| -20% | -$1.47M | 4.54% | 6 |
|
|
2024
Q1 | $6.05M | Hold |
35,309
| – | – | 4.66% | 6 |
|
|
2023
Q4 | $6.8M | Sell |
35,309
-40
| -0.1% | -$7.7K | 5.65% | 5 |
|
|
2023
Q3 | $6.05M | Sell |
35,349
-25
| -0.1% | -$4.28K | 5.62% | 5 |
|
|
2023
Q2 | $6.86M | Buy |
35,374
+10
| +0% | +$1.94K | 6.26% | 5 |
|
|
2023
Q1 | $5.83M | Hold |
35,364
| – | – | 5.65% | 6 |
|
|
2022
Q4 | $4.59M | Buy |
+35,364
| New | +$4.59M | 4.73% | 7 |
|