RWM
Ritholtz Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
535,107
+14,055
| +3% | +$2.88M | 2.42% | 8 |
|
|
2025
Q1 | $116M | Buy |
521,052
+7,251
| +1% | +$1.61M | 3.46% | 4 |
|
|
2024
Q4 | $129M | Buy |
513,801
+22,592
| +5% | +$5.66M | 3.78% | 5 |
|
|
2024
Q3 | $114M | Buy |
491,209
+17,284
| +4% | +$4.03M | 3.45% | 5 |
|
|
2024
Q2 | $99.8M | Buy |
473,925
+25,984
| +6% | +$5.47M | 3.29% | 5 |
|
|
2024
Q1 | $76.8M | Buy |
447,941
+8,102
| +2% | +$1.39M | 2.65% | 8 |
|
|
2023
Q4 | $84.7M | Buy |
439,839
+2,109
| +0.5% | +$406K | 3.29% | 5 |
|
|
2023
Q3 | $74.9M | Buy |
437,730
+63,498
| +17% | +$10.9M | 3.37% | 5 |
|
|
2023
Q2 | $72.6M | Sell |
374,232
-28,062
| -7% | -$5.44M | 3.27% | 7 |
|
|
2023
Q1 | $66.3M | Buy |
402,294
+52,592
| +15% | +$8.67M | 3.31% | 7 |
|
|
2022
Q4 | $45.4M | Sell |
349,702
-122,134
| -26% | -$15.9M | 2.54% | 7 |
|
|
2022
Q3 | $65.2M | Buy |
471,836
+122,397
| +35% | +$16.9M | 3.46% | 4 |
|
|
2022
Q2 | $47.8M | Sell |
349,439
-6,725
| -2% | -$919K | 3.01% | 6 |
|
|
2022
Q1 | $62.2M | Buy |
356,164
+31,347
| +10% | +$5.47M | 4.2% | 8 |
|
|
2021
Q4 | $57.7M | Buy |
324,817
+56,239
| +21% | +$9.99M | 3.59% | 9 |
|
|
2021
Q3 | $38M | Buy |
268,578
+26,560
| +11% | +$3.76M | 2.64% | 9 |
|
|
2021
Q2 | $33.1M | Buy |
242,018
+10,009
| +4% | +$1.37M | 2.39% | 9 |
|
|
2021
Q1 | $28.3M | Buy |
232,009
+50,746
| +28% | +$6.2M | 2.36% | 9 |
|
|
2020
Q4 | $24.1M | Buy |
181,263
+48,890
| +37% | +$6.49M | 2.3% | 13 |
|
|
2020
Q3 | $15.3M | Buy |
132,373
+96,099
| +265% | +$11.1M | 1.72% | 13 |
|
|
2020
Q2 | $13.2M | Buy |
36,274
+5,927
| +20% | +$2.16M | 1.7% | 13 |
|
|
2020
Q1 | $7.72M | Buy |
30,347
+973
| +3% | +$247K | 1.24% | 11 |
|
|
2019
Q4 | $8.63M | Buy |
29,374
+630
| +2% | +$185K | 1.26% | 12 |
|
|
2019
Q3 | $6.44M | Sell |
28,744
-882
| -3% | -$198K | 1.05% | 13 |
|
|
2019
Q2 | $5.86M | Sell |
29,626
-970
| -3% | -$192K | 1% | 13 |
|
|
2019
Q1 | $5.81M | Sell |
30,596
-3,017
| -9% | -$573K | 1.06% | 14 |
|
|
2018
Q4 | $5.3M | Sell |
33,613
-970
| -3% | -$153K | 1.2% | 18 |
|
|
2018
Q3 | $7.81M | Buy |
34,583
+10,501
| +44% | +$2.37M | 1.98% | 12 |
|
|
2018
Q2 | $4.46M | Sell |
24,082
-622
| -3% | -$115K | 1.21% | 12 |
|
|
2018
Q1 | $4.15M | Buy |
24,704
+1,868
| +8% | +$313K | 1.18% | 12 |
|
|
2017
Q4 | $3.86M | Buy |
22,836
+8,597
| +60% | +$1.45M | 1.15% | 15 |
|
|
2017
Q3 | $2.19M | Buy |
14,239
+1,625
| +13% | +$250K | 0.82% | 18 |
|
|
2017
Q2 | $1.82M | Buy |
+12,614
| New | +$1.82M | 0.76% | 18 |
|
|
2016
Q4 | $1.2M | Buy |
+10,331
| New | +$1.2M | 0.61% | 22 |
|