RWM
RKL Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
131,585
-2,427
| -2% | -$498K | 2.37% | 8 |
|
|
2025
Q1 | $29.8M | Buy |
134,012
+6,040
| +5% | +$1.34M | 2.81% | 6 |
|
|
2024
Q4 | $32M | Buy |
127,972
+15,446
| +14% | +$3.87M | 2.85% | 7 |
|
|
2024
Q3 | $26.2M | Buy |
112,526
+139
| +0.1% | +$32.4K | 2.37% | 8 |
|
|
2024
Q2 | $23.7M | Sell |
112,387
-2,724
| -2% | -$574K | 2.28% | 9 |
|
|
2024
Q1 | $19.7M | Buy |
115,111
+2,389
| +2% | +$410K | 1.96% | 11 |
|
|
2023
Q4 | $21.7M | Buy |
112,722
+4,098
| +4% | +$789K | 2.35% | 9 |
|
|
2023
Q3 | $18.6M | Sell |
108,624
-2,262
| -2% | -$387K | 2.28% | 11 |
|
|
2023
Q2 | $21.5M | Sell |
110,886
-2,132
| -2% | -$414K | 2.55% | 8 |
|
|
2023
Q1 | $18.6M | Buy |
113,018
+995
| +0.9% | +$164K | 2.35% | 10 |
|
|
2022
Q4 | $14.6M | Sell |
112,023
-264
| -0.2% | -$34.3K | 1.95% | 13 |
|
|
2022
Q3 | $15.5M | Sell |
112,287
-171
| -0.2% | -$23.6K | 2.24% | 11 |
|
|
2022
Q2 | $15.4M | Buy |
112,458
+6,746
| +6% | +$922K | 2.11% | 13 |
|
|
2022
Q1 | $18.5M | Buy |
105,712
+8,008
| +8% | +$1.4M | 2.22% | 13 |
|
|
2021
Q4 | $17.3M | Sell |
97,704
-6,010
| -6% | -$1.07M | 2.06% | 13 |
|
|
2021
Q3 | $14.7M | Sell |
103,714
-13,140
| -11% | -$1.86M | 1.86% | 14 |
|
|
2021
Q2 | $16M | Buy |
116,854
+12,185
| +12% | +$1.67M | 2.02% | 14 |
|
|
2021
Q1 | $12.8M | Sell |
104,669
-3,929
| -4% | -$480K | 1.71% | 15 |
|
|
2020
Q4 | $14.4M | Buy |
108,598
+42,344
| +64% | +$5.62M | 2.01% | 14 |
|
|
2020
Q3 | $7.67M | Buy |
66,254
+49,326
| +291% | +$5.71M | 1.22% | 24 |
|
|
2020
Q2 | $6.18M | Buy |
16,928
+155
| +0.9% | +$56.5K | 1.06% | 26 |
|
|
2020
Q1 | $4.27M | Sell |
16,773
-826
| -5% | -$210K | 0.89% | 30 |
|
|
2019
Q4 | $5.17M | Sell |
17,599
-2,136
| -11% | -$627K | 0.93% | 29 |
|
|
2019
Q3 | $4.42M | Sell |
19,735
-137
| -0.7% | -$30.7K | 0.84% | 32 |
|
|
2019
Q2 | $3.94M | Sell |
19,872
-97
| -0.5% | -$19.2K | 0.73% | 35 |
|
|
2019
Q1 | $3.79M | Buy |
19,969
+778
| +4% | +$148K | 0.74% | 35 |
|
|
2018
Q4 | $3.03M | Sell |
19,191
-33
| -0.2% | -$5.21K | 0.7% | 36 |
|
|
2018
Q3 | $4.35M | Sell |
19,224
-530
| -3% | -$120K | 0.92% | 29 |
|
|
2018
Q2 | $3.66M | Sell |
19,754
-540
| -3% | -$99.9K | 0.83% | 33 |
|
|
2018
Q1 | $3.41M | Sell |
20,294
-352
| -2% | -$59.1K | 0.81% | 32 |
|
|
2017
Q4 | $3.5M | Sell |
20,646
-2,209
| -10% | -$374K | 0.86% | 32 |
|
|
2017
Q3 | $3.52M | Buy |
22,855
+1,131
| +5% | +$174K | 0.99% | 34 |
|
|
2017
Q2 | $3.13M | Buy |
21,724
+5,342
| +33% | +$769K | 0.99% | 33 |
|
|
2017
Q1 | $2.35M | Buy |
16,382
+1,321
| +9% | +$190K | 0.95% | 36 |
|
|
2016
Q4 | $1.74M | Buy |
15,061
+1,189
| +9% | +$138K | 0.84% | 32 |
|
|
2016
Q3 | $1.57M | Buy |
13,872
+3,434
| +33% | +$388K | 0.79% | 31 |
|
|
2016
Q2 | $1M | Buy |
10,438
+3,264
| +45% | +$314K | 0.52% | 43 |
|
|
2016
Q1 | $782K | Sell |
7,174
-50,233
| -88% | -$5.48M | 0.45% | 37 |
|
|
2015
Q4 | $6.04K | Sell |
57,407
-560
| -1% | -$59 | 2.8% | 11 |
|
|
2015
Q3 | $6.39M | Sell |
57,967
-1,226
| -2% | -$135K | 4.03% | 5 |
|
|
2015
Q2 | $7.42M | Sell |
59,193
-582
| -1% | -$73K | 4.45% | 5 |
|
|
2015
Q1 | $7.44M | Buy |
59,775
+5,871
| +11% | +$731K | 4.5% | 6 |
|
|
2014
Q4 | $5.95M | Buy |
53,904
+13,390
| +33% | +$1.48M | 3.88% | 8 |
|
|
2014
Q3 | $4.08M | Buy |
40,514
+11,919
| +42% | +$1.2M | 2.85% | 16 |
|
|
2014
Q2 | $2.66M | Buy |
28,595
+24,445
| +589% | +$2.27M | 1.95% | 25 |
|
|
2014
Q1 | $2.23M | Buy |
+4,150
| New | +$2.23M | 1.69% | 25 |
|