RKL 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 | $27M | Sell |
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|
2025
Q1 | $29.8M | Buy |
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|
2024
Q4 | $32M | Buy |
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|
2024
Q3 | $26.2M | Buy |
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|
2024
Q2 | $23.7M | Sell |
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|
2024
Q1 | $19.7M | Buy |
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|
2023
Q4 | $21.7M | Buy |
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|
2023
Q3 | $18.6M | Sell |
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|
2023
Q2 | $21.5M | Sell |
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|
2023
Q1 | $18.6M | Buy |
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|
2022
Q4 | $14.6M | Sell |
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|
2022
Q3 | $15.5M | Sell |
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|
2022
Q2 | $15.4M | Buy |
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|
2022
Q1 | $18.5M | Buy |
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|
2021
Q4 | $17.3M | Sell |
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|
2021
Q3 | $14.7M | Sell |
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|
2021
Q2 | $16M | Buy |
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|
2021
Q1 | $12.8M | Sell |
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|
2020
Q4 | $14.4M | Buy |
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|
2020
Q3 | $7.67M | Sell |
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|
2020
Q2 | $6.17M | Buy |
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|
2020
Q1 | $4.26M | Sell |
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|
2019
Q4 | $5.17M | Sell |
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|
2019
Q3 | $4.42M | Sell |
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|
2019
Q2 | $3.94M | Sell |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $3.03M | Sell |
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|
2018
Q3 | $4.35M | Sell |
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|
2018
Q2 | $3.65M | Sell |
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|
2018
Q1 | $3.4M | Sell |
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|
2017
Q4 | $3.5M | Sell |
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|
2017
Q3 | $3.52M | Buy |
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|
2017
Q2 | $3.13M | Buy |
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|
2017
Q1 | $2.35M | Buy |
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|
2016
Q4 | $1.74M | Buy |
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|
2016
Q3 | $1.57M | Buy |
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|
2016
Q2 | $1M | Buy |
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|
2016
Q1 | $782K | Sell |
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|
2015
Q4 | $6.04K | Sell |
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|
2015
Q3 | $6.39M | Sell |
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|
2015
Q2 | $7.42M | Sell |
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|
2015
Q1 | $7.44M | Buy |
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|
2014
Q4 | $5.95M | Buy |
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|
2014
Q3 | $4.08M | Buy |
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|
2014
Q2 | $2.66M | Sell |
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|
2014
Q1 | $2.23M | Buy |
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