Richwood Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
11,925
-65
| -0.5% | -$13.3K | 2.01% | 8 |
|
|
2025
Q1 | $2.66M | Sell |
11,990
-10
| -0.1% | -$2.22K | 2.26% | 9 |
|
|
2024
Q4 | $3.01M | Buy |
12,000
+95
| +0.8% | +$23.8K | 2.51% | 7 |
|
|
2024
Q3 | $2.77M | Sell |
11,905
-82
| -0.7% | -$19.1K | 2.29% | 8 |
|
|
2024
Q2 | $2.52M | Buy |
11,987
+145
| +1% | +$30.5K | 2.21% | 8 |
|
|
2024
Q1 | $2.03M | Hold |
11,842
| – | – | 1.8% | 10 |
|
|
2023
Q4 | $2.28M | Sell |
11,842
-4
| -0% | -$770 | 2.14% | 9 |
|
|
2023
Q3 | $2.03M | Buy |
11,846
+52
| +0.4% | +$8.9K | 2.07% | 9 |
|
|
2023
Q2 | $2.29M | Sell |
11,794
-632
| -5% | -$123K | 2.23% | 9 |
|
|
2023
Q1 | $2.05M | Sell |
12,426
-45
| -0.4% | -$7.42K | 2.04% | 9 |
|
|
2022
Q4 | $1.62M | Sell |
12,471
-63
| -0.5% | -$8.19K | 1.63% | 11 |
|
|
2022
Q3 | $1.73M | Sell |
12,534
-495
| -4% | -$68.4K | 1.9% | 9 |
|
|
2022
Q2 | $1.78M | Sell |
13,029
-21
| -0.2% | -$2.87K | 1.8% | 9 |
|
|
2022
Q1 | $2.28M | Sell |
13,050
-230
| -2% | -$40.2K | 2.03% | 8 |
|
|
2021
Q4 | $2.36M | Buy |
+13,280
| New | +$2.36M | 2.06% | 8 |
|