Richwood Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.01M Sell
2025
Q2
$2.45M Sell
2025
Q1
$2.66M Sell
2024
Q4
$3.01M Buy
2024
Q3
$2.77M Sell
2024
Q2
$2.52M Buy
2024
Q1
$2.03M Hold
2023
Q4
$2.28M Sell
2023
Q3
$2.03M Buy
2023
Q2
$2.29M Sell
2023
Q1
$2.05M Sell
2022
Q4
$1.62M Sell
2022
Q3
$1.73M Sell
2022
Q2
$1.78M Sell
2022
Q1
$2.28M Sell
2021
Q4
$2.36M Buy