RCYC
Richard C. Young & Co’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.7M | Buy |
81,466
+610
| +0.8% | +$125K | 1.65% | 26 |
|
2025
Q1 | $18M | Buy |
80,856
+646
| +0.8% | +$143K | 1.93% | 14 |
|
2024
Q4 | $20.1M | Buy |
80,210
+1,205
| +2% | +$302K | 2.19% | 10 |
|
2024
Q3 | $18.4M | Buy |
79,005
+1,245
| +2% | +$290K | 2.01% | 15 |
|
2024
Q2 | $16.4M | Buy |
77,760
+64,100
| +469% | +$13.5M | 1.99% | 17 |
|
2024
Q1 | $2.34M | Buy |
+13,660
| New | +$2.34M | 0.29% | 60 |
|
2022
Q4 | – | Sell |
-3,477
| Closed | -$481K | – | 77 |
|
2022
Q3 | $481K | Buy |
+3,477
| New | +$481K | 0.07% | 67 |
|