RAG
RIA Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
21,295
+3,390
| +19% | +$696K | 1.28% | 21 |
|
|
2025
Q1 | $3.98M | Buy |
17,905
+3,680
| +26% | +$817K | 1.29% | 16 |
|
|
2024
Q4 | $3.56M | Buy |
14,225
+4,577
| +47% | +$1.15M | 1.21% | 19 |
|
|
2024
Q3 | $2.25M | Buy |
+9,648
| New | +$2.25M | 0.79% | 18 |
|
|
2024
Q1 | $674K | Sell |
3,930
-149
| -4% | -$25.5K | 0.27% | 50 |
|
|
2023
Q4 | $785K | Buy |
4,079
+31
| +0.8% | +$5.97K | 0.33% | 40 |
|
|
2023
Q3 | $693K | Sell |
4,048
-315
| -7% | -$53.9K | 0.31% | 42 |
|
|
2023
Q2 | $846K | Sell |
4,363
-6,328
| -59% | -$1.23M | 0.36% | 42 |
|
|
2023
Q1 | $1.76M | Buy |
10,691
+209
| +2% | +$34.5K | 0.81% | 17 |
|
|
2022
Q4 | $959K | Buy |
+10,482
| New | +$959K | 0.56% | 26 |
|