Ritholtz Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $110M | Buy |
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2025
Q1 | $116M | Buy |
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2024
Q4 | $129M | Buy |
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2024
Q3 | $114M | Buy |
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2024
Q2 | $99.8M | Buy |
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2024
Q1 | $76.8M | Buy |
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2023
Q4 | $84.7M | Buy |
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2023
Q3 | $74.9M | Buy |
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2023
Q2 | $72.6M | Sell |
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2023
Q1 | $66.3M | Buy |
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2022
Q4 | $45.4M | Sell |
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2022
Q3 | $65.2M | Buy |
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2022
Q2 | $47.8M | Sell |
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2022
Q1 | $62.2M | Buy |
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2021
Q4 | $57.7M | Buy |
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2021
Q3 | $38M | Buy |
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2021
Q2 | $33.1M | Buy |
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2021
Q1 | $28.3M | Buy |
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2020
Q4 | $24.1M | Buy |
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2020
Q3 | $15.3M | Sell |
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2020
Q2 | $13.2M | Buy |
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2020
Q1 | $7.72M | Buy |
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2019
Q4 | $8.63M | Buy |
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2019
Q3 | $6.44M | Sell |
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2019
Q2 | $5.86M | Sell |
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2019
Q1 | $5.81M | Sell |
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2018
Q4 | $5.3M | Sell |
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2018
Q3 | $7.81M | Buy |
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2018
Q2 | $4.46M | Sell |
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2018
Q1 | $4.14M | Buy |
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2017
Q4 | $3.86M | Buy |
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2017
Q3 | $2.19M | Buy |
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2017
Q2 | $1.82M | Buy |
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2016
Q4 | $1.2M | Buy |
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