RWP
Ridgecrest Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
106,220
-831
| -0.8% | -$170K | 11.5% | 1 |
|
|
2025
Q1 | $23.8M | Buy |
107,051
+2,214
| +2% | +$492K | 12.45% | 1 |
|
|
2024
Q4 | $26.3M | Sell |
104,837
-590
| -0.6% | -$148K | 14.24% | 1 |
|
|
2024
Q3 | $24.6M | Buy |
105,427
+854
| +0.8% | +$199K | 12.81% | 1 |
|
|
2024
Q2 | $22M | Buy |
104,573
+706
| +0.7% | +$149K | 13.26% | 1 |
|
|
2024
Q1 | $17.8M | Buy |
103,867
+5,930
| +6% | +$1.02M | 10.6% | 1 |
|
|
2023
Q4 | $18.9M | Sell |
97,937
-2,120
| -2% | -$408K | 12.46% | 1 |
|
|
2023
Q3 | $17.1M | Buy |
100,057
+752
| +0.8% | +$129K | 12.02% | 1 |
|
|
2023
Q2 | $19.3M | Sell |
99,305
-1,005
| -1% | -$195K | 12.74% | 1 |
|
|
2023
Q1 | $16.5M | Buy |
100,310
+137
| +0.1% | +$22.6K | 11.79% | 1 |
|
|
2022
Q4 | $13M | Sell |
100,173
-15,479
| -13% | -$2.01M | 9.88% | 1 |
|
|
2022
Q3 | $16M | Buy |
115,652
+288
| +0.2% | +$39.8K | 13.03% | 1 |
|
|
2022
Q2 | $15.8M | Buy |
115,364
+663
| +0.6% | +$90.6K | 11.48% | 1 |
|
|
2022
Q1 | $20M | Buy |
114,701
+2,717
| +2% | +$474K | 12.72% | 1 |
|
|
2021
Q4 | $19.9M | Buy |
111,984
+3,336
| +3% | +$592K | 9.68% | 1 |
|
|
2021
Q3 | $15.4M | Buy |
108,648
+19,437
| +22% | +$2.75M | 8.37% | 1 |
|
|
2021
Q2 | $12.2M | Buy |
89,211
+18,705
| +27% | +$2.56M | 7.63% | 1 |
|
|
2021
Q1 | $8.61M | Buy |
+70,506
| New | +$8.61M | 8.21% | 1 |
|