RWPA
Richard W. Paul & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
18,746
+720
| +4% | +$148K | 1.39% | 16 |
|
|
2025
Q1 | $4M | Sell |
18,026
-4,881
| -21% | -$1.08M | 1.57% | 13 |
|
|
2024
Q4 | $5.74M | Buy |
22,907
+538
| +2% | +$135K | 2.09% | 9 |
|
|
2024
Q3 | $5.21M | Sell |
22,369
-630
| -3% | -$147K | 1.87% | 9 |
|
|
2024
Q2 | $4.84M | Buy |
22,999
+365
| +2% | +$76.9K | 1.87% | 9 |
|
|
2024
Q1 | $3.88M | Buy |
22,634
+391
| +2% | +$67K | 1.55% | 12 |
|
|
2023
Q4 | $4.28M | Sell |
22,243
-1,075
| -5% | -$207K | 1.8% | 10 |
|
|
2023
Q3 | $3.99M | Sell |
23,318
-3,399
| -13% | -$582K | 1.83% | 10 |
|
|
2023
Q2 | $5.18M | Buy |
26,717
+313
| +1% | +$60.7K | 2.26% | 7 |
|
|
2023
Q1 | $4.35M | Buy |
26,404
+1,084
| +4% | +$179K | 2% | 7 |
|
|
2022
Q4 | $3.29M | Buy |
+25,320
| New | +$3.29M | 1.66% | 13 |
|