RDFA
Ritter Daniher Financial Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Sell |
37,295
-839
| -2% | -$172K | 1.88% | 14 |
|
|
2025
Q1 | $8.47M | Sell |
38,134
-137
| -0.4% | -$30.4K | 2.31% | 11 |
|
|
2024
Q4 | $9.58M | Buy |
38,271
+634
| +2% | +$159K | 2.71% | 10 |
|
|
2024
Q3 | $8.77M | Sell |
37,637
-609
| -2% | -$142K | 2.55% | 9 |
|
|
2024
Q2 | $8.06M | Sell |
38,246
-264
| -0.7% | -$55.6K | 2.57% | 10 |
|
|
2024
Q1 | $6.6M | Sell |
38,510
-66
| -0.2% | -$11.3K | 2.19% | 11 |
|
|
2023
Q4 | $7.43M | Buy |
38,576
+8
| +0% | +$1.54K | 2.75% | 9 |
|
|
2023
Q3 | $6.6M | Buy |
38,568
+255
| +0.7% | +$43.7K | 2.79% | 9 |
|
|
2023
Q2 | $7.43M | Buy |
38,313
+762
| +2% | +$148K | 3.08% | 9 |
|
|
2023
Q1 | $6.19M | Buy |
37,551
+141
| +0.4% | +$23.3K | 2.72% | 9 |
|
|
2022
Q4 | $4.86M | Buy |
37,410
+1,584
| +4% | +$206K | 2.31% | 10 |
|
|
2022
Q3 | $4.95M | Buy |
35,826
+2,810
| +9% | +$388K | 3.55% | 9 |
|
|
2022
Q2 | $4.51M | Sell |
33,016
-1,298
| -4% | -$177K | 3.21% | 9 |
|
|
2022
Q1 | $5.99M | Sell |
34,314
-109
| -0.3% | -$19K | 4.13% | 8 |
|
|
2021
Q4 | $6.11M | Sell |
34,423
-1,726
| -5% | -$306K | 4.08% | 8 |
|
|
2021
Q3 | $5.12M | Buy |
36,149
+957
| +3% | +$135K | 3.74% | 8 |
|
|
2021
Q2 | $4.82M | Sell |
35,192
-212
| -0.6% | -$29K | 3.59% | 8 |
|
|
2021
Q1 | $4.33M | Sell |
35,404
-202
| -0.6% | -$24.7K | 3.46% | 8 |
|
|
2020
Q4 | $4.73M | Buy |
+35,606
| New | +$4.73M | 4.1% | 8 |
|