RFS
Richardson Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Sell |
25,987
-608
| -2% | -$126K | 3.63% | 4 |
|
|
2025
Q1 | $5.91M | Sell |
26,595
-28
| -0.1% | -$6.22K | 4.5% | 1 |
|
|
2024
Q4 | $6.71M | Buy |
26,623
+404
| +2% | +$102K | 4.72% | 2 |
|
|
2024
Q3 | $5.52M | Buy |
26,219
+34
| +0.1% | +$7.16K | 3.51% | 4 |
|
|
2024
Q2 | $5.52M | Sell |
26,185
-743
| -3% | -$156K | 3.97% | 4 |
|
|
2024
Q1 | $4.62M | Buy |
26,928
+991
| +4% | +$170K | 3.25% | 4 |
|
|
2023
Q4 | $4.99M | Buy |
+25,937
| New | +$4.99M | 4.37% | 2 |
|