RA
Rise Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
17,530
+1,492
| +9% | +$306K | 1.43% | 13 |
|
|
2025
Q1 | $3.56M | Buy |
16,038
+11,784
| +277% | +$2.62M | 1.57% | 12 |
|
|
2024
Q4 | $1.07M | Sell |
4,254
-198
| -4% | -$49.6K | 0.51% | 21 |
|
|
2024
Q3 | $1.04M | Sell |
4,452
-48
| -1% | -$11.2K | 0.5% | 20 |
|
|
2024
Q2 | $948K | Sell |
4,500
-23
| -0.5% | -$4.85K | 0.5% | 20 |
|
|
2024
Q1 | $776K | Buy |
4,523
+2,589
| +134% | +$444K | 0.41% | 23 |
|
|
2023
Q4 | $372K | Sell |
1,934
-11,861
| -86% | -$2.28M | 0.26% | 34 |
|
|
2023
Q3 | $2.36M | Buy |
13,795
+885
| +7% | +$152K | 1.87% | 9 |
|
|
2023
Q2 | $2.5M | Sell |
12,910
-12,367
| -49% | -$2.4M | 1.94% | 9 |
|
|
2023
Q1 | $4.17M | Buy |
25,277
+2,249
| +10% | +$371K | 3.15% | 8 |
|
|
2022
Q4 | $2.99M | Sell |
23,028
-75
| -0.3% | -$9.75K | 2.4% | 9 |
|
|
2022
Q3 | $3.19M | Buy |
23,103
+693
| +3% | +$95.8K | 2.65% | 8 |
|
|
2022
Q2 | $3.06M | Buy |
22,410
+79
| +0.4% | +$10.8K | 3.09% | 7 |
|
|
2022
Q1 | $3.9M | Buy |
22,331
+971
| +5% | +$170K | 3.51% | 6 |
|
|
2021
Q4 | $3.79M | Buy |
+21,360
| New | +$3.79M | 3.61% | 6 |
|