Rise 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 | $4.24M | Sell |
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|
2025
Q2 | $3.6M | Buy |
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|
2025
Q1 | $3.56M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $948K | Sell |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $4.17M | Buy |
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|
2022
Q4 | $2.99M | Sell |
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|
2022
Q3 | $3.19M | Buy |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $3.79M | Buy |
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