RWA
River Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
187,602
+10,258
| +6% | +$2.1M | 4.78% | 2 |
|
|
2025
Q1 | $39.4M | Buy |
177,344
+898
| +0.5% | +$199K | 5.48% | 2 |
|
|
2024
Q4 | $44.2M | Sell |
176,446
-665
| -0.4% | -$167K | 5.86% | 2 |
|
|
2024
Q3 | $41.3M | Buy |
177,111
+344
| +0.2% | +$80.2K | 5.5% | 2 |
|
|
2024
Q2 | $37.2M | Buy |
176,767
+338
| +0.2% | +$71.2K | 5.34% | 2 |
|
|
2024
Q1 | $30.3M | Buy |
176,429
+1,060
| +0.6% | +$182K | 4.4% | 3 |
|
|
2023
Q4 | $33.8M | Sell |
175,369
-2,073
| -1% | -$399K | 5.39% | 2 |
|
|
2023
Q3 | $30.4M | Buy |
177,442
+110
| +0.1% | +$18.8K | 5.43% | 2 |
|
|
2023
Q2 | $34.4M | Sell |
177,332
-4,546
| -2% | -$882K | 5.84% | 1 |
|
|
2023
Q1 | $30M | Sell |
181,878
-6,570
| -3% | -$1.08M | 5.46% | 1 |
|
|
2022
Q4 | $24.5M | Buy |
188,448
+294
| +0.2% | +$38.2K | 4.72% | 2 |
|
|
2022
Q3 | $26M | Sell |
188,154
-9,721
| -5% | -$1.34M | 5.6% | 1 |
|
|
2022
Q2 | $27.1M | Buy |
197,875
+2,244
| +1% | +$307K | 4.99% | 1 |
|
|
2022
Q1 | $34.2M | Buy |
195,631
+1,357
| +0.7% | +$237K | 5.45% | 1 |
|
|
2021
Q4 | $34.5M | Buy |
194,274
+6,931
| +4% | +$1.23M | 5.35% | 1 |
|
|
2021
Q3 | $26.5M | Buy |
187,343
+881
| +0.5% | +$125K | 4.54% | 1 |
|
|
2021
Q2 | $25.5M | Sell |
186,462
-85
| -0% | -$11.6K | 4.47% | 1 |
|
|
2021
Q1 | $22.8M | Buy |
186,547
+4,188
| +2% | +$512K | 4.28% | 1 |
|
|
2020
Q4 | $24.2M | Buy |
182,359
+3,247
| +2% | +$431K | 5.23% | 1 |
|
|
2020
Q3 | $20.7M | Buy |
179,112
+135,761
| +313% | +$15.7M | 5.41% | 1 |
|
|
2020
Q2 | $15.8M | Buy |
43,351
+3,023
| +7% | +$1.1M | 4.8% | 1 |
|
|
2020
Q1 | $10.3M | Buy |
40,328
+1,061
| +3% | +$270K | 4.1% | 2 |
|
|
2019
Q4 | $11.5M | Buy |
39,267
+1,342
| +4% | +$394K | 3.9% | 2 |
|
|
2019
Q3 | $8.49M | Buy |
37,925
+1,478
| +4% | +$331K | 3.21% | 2 |
|
|
2019
Q2 | $7.21M | Sell |
36,447
-723
| -2% | -$143K | 2.81% | 2 |
|
|
2019
Q1 | $7.06M | Sell |
37,170
-516
| -1% | -$98K | 2.96% | 2 |
|
|
2018
Q4 | $5.95M | Sell |
37,686
-1,417
| -4% | -$224K | 2.64% | 2 |
|
|
2018
Q3 | $8.83M | Sell |
39,103
-694
| -2% | -$157K | 3.25% | 2 |
|
|
2018
Q2 | $7.37M | Sell |
39,797
-356
| -0.9% | -$65.9K | 2.87% | 2 |
|
|
2018
Q1 | $6.74M | Buy |
40,153
+563
| +1% | +$94.5K | 2.84% | 2 |
|
|
2017
Q4 | $6.7M | Buy |
39,590
+1,299
| +3% | +$220K | 2.79% | 2 |
|
|
2017
Q3 | $5.9M | Buy |
38,291
+92
| +0.2% | +$14.2K | 2.67% | 2 |
|
|
2017
Q2 | $5.5M | Sell |
38,199
-9,532
| -20% | -$1.37M | 2.56% | 3 |
|
|
2017
Q1 | $6.86M | Buy |
47,731
+10,494
| +28% | +$1.51M | 3.33% | 2 |
|
|
2016
Q4 | $4.31M | Buy |
37,237
+142
| +0.4% | +$16.4K | 2.18% | 3 |
|
|
2016
Q3 | $4.19M | Sell |
37,095
-1,654
| -4% | -$187K | 2.32% | 3 |
|
|
2016
Q2 | $3.7M | Buy |
38,749
+524
| +1% | +$50.1K | 2.13% | 3 |
|
|
2016
Q1 | $4.17M | Buy |
38,225
+782
| +2% | +$85.2K | 2.49% | 3 |
|
|
2015
Q4 | $3.94M | Buy |
37,443
+658
| +2% | +$69.3K | 2.5% | 4 |
|
|
2015
Q3 | $4.06M | Buy |
36,785
+2,635
| +8% | +$291K | 2.79% | 4 |
|
|
2015
Q2 | $4.28M | Buy |
34,150
+219
| +0.6% | +$27.5K | 2.72% | 5 |
|
|
2015
Q1 | $4.22M | Buy |
+33,931
| New | +$4.22M | 2.61% | 4 |
|