Richmond Brothers’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
13,175
-1,574
| -11% | -$323K | 1.77% | 19 |
|
|
2025
Q1 | $3.28M | Sell |
14,749
-1,865
| -11% | -$414K | 2.07% | 19 |
|
|
2024
Q4 | $4.16M | Sell |
16,614
-7,404
| -31% | -$1.85M | 2.67% | 14 |
|
|
2024
Q3 | $5.6M | Sell |
24,018
-3,740
| -13% | -$871K | 3.45% | 13 |
|
|
2024
Q2 | $5.85M | Sell |
27,758
-2,381
| -8% | -$501K | 11.56% | 3 |
|
|
2024
Q1 | $5.17M | Sell |
30,139
-2,591
| -8% | -$444K | 9.58% | 4 |
|
|
2023
Q4 | $6.3M | Sell |
32,730
-1,665
| -5% | -$321K | 10.98% | 3 |
|
|
2023
Q3 | $5.89M | Sell |
34,395
-3,994
| -10% | -$684K | 11.06% | 3 |
|
|
2023
Q2 | $7.45M | Sell |
38,389
-11,050
| -22% | -$2.14M | 12.06% | 3 |
|
|
2023
Q1 | $8.15M | Sell |
49,439
-15,775
| -24% | -$2.6M | 13.76% | 2 |
|
|
2022
Q4 | $8.47M | Sell |
65,214
-13,854
| -18% | -$1.8M | 11.89% | 3 |
|
|
2022
Q3 | $10.9M | Sell |
79,068
-3,186
| -4% | -$440K | 12.15% | 3 |
|
|
2022
Q2 | $11.3M | Sell |
82,254
-1,107
| -1% | -$151K | 11.51% | 3 |
|
|
2022
Q1 | $14.5M | Sell |
83,361
-1,672
| -2% | -$292K | 11.2% | 3 |
|
|
2021
Q4 | $15.1M | Buy |
+85,033
| New | +$15.1M | 10.84% | 3 |
|