RWM
RKL Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
5,386
-44
| -0.8% | -$6.51K | 0.07% | 105 |
|
|
2025
Q1 | $910K | Sell |
5,430
-292
| -5% | -$48.9K | 0.09% | 97 |
|
|
2024
Q4 | $884K | Sell |
5,722
-889
| -13% | -$137K | 0.08% | 99 |
|
|
2024
Q3 | $1.05M | Sell |
6,611
-384
| -5% | -$61K | 0.1% | 84 |
|
|
2024
Q2 | $998K | Sell |
6,995
-318
| -4% | -$45.3K | 0.1% | 82 |
|
|
2024
Q1 | $962K | Sell |
7,313
-1,197
| -14% | -$158K | 0.1% | 83 |
|
|
2023
Q4 | $1.14M | Sell |
8,510
-739
| -8% | -$99.4K | 0.12% | 74 |
|
|
2023
Q3 | $1.19M | Sell |
9,249
-1,172
| -11% | -$151K | 0.15% | 68 |
|
|
2023
Q2 | $1.58M | Sell |
10,421
-651
| -6% | -$98.9K | 0.19% | 60 |
|
|
2023
Q1 | $1.67M | Sell |
11,072
-1,234
| -10% | -$186K | 0.21% | 58 |
|
|
2022
Q4 | $1.93M | Sell |
12,306
-1
| -0% | -$157 | 0.26% | 54 |
|
|
2022
Q3 | $1.91M | Sell |
12,307
-85
| -0.7% | -$13.2K | 0.27% | 53 |
|
|
2022
Q2 | $2.16M | Buy |
12,392
+29
| +0.2% | +$5.06K | 0.3% | 50 |
|
|
2022
Q1 | $2.59M | Sell |
12,363
-137
| -1% | -$28.7K | 0.31% | 47 |
|
|
2021
Q4 | $2.87M | Sell |
12,500
-716
| -5% | -$164K | 0.34% | 42 |
|
|
2021
Q3 | $2.47M | Sell |
13,216
-126
| -0.9% | -$23.5K | 0.31% | 47 |
|
|
2021
Q2 | $2.25M | Sell |
13,342
-40
| -0.3% | -$6.74K | 0.28% | 51 |
|
|
2021
Q1 | $1.93M | Sell |
13,382
-557
| -4% | -$80.4K | 0.26% | 54 |
|
|
2020
Q4 | $1.77M | Sell |
13,939
-246
| -2% | -$31.2K | 0.25% | 56 |
|
|
2020
Q3 | $1.65M | Sell |
14,185
-295
| -2% | -$34.2K | 0.26% | 54 |
|
|
2020
Q2 | $1.66M | Sell |
14,480
-233
| -2% | -$26.7K | 0.28% | 51 |
|
|
2020
Q1 | $1.52M | Sell |
14,713
-356
| -2% | -$36.7K | 0.32% | 50 |
|
|
2019
Q4 | $1.99M | Sell |
15,069
-282
| -2% | -$37.2K | 0.36% | 51 |
|
|
2019
Q3 | $1.99M | Sell |
15,351
-1,054
| -6% | -$137K | 0.38% | 48 |
|
|
2019
Q2 | $1.93M | Sell |
16,405
-516
| -3% | -$60.8K | 0.36% | 48 |
|
|
2019
Q1 | $1.85M | Sell |
16,921
-1,529
| -8% | -$167K | 0.36% | 48 |
|
|
2018
Q4 | $1.77M | Sell |
18,450
-1,350
| -7% | -$129K | 0.41% | 50 |
|
|
2018
Q3 | $2M | Sell |
19,800
-903
| -4% | -$91.1K | 0.42% | 48 |
|
|
2018
Q2 | $2.09M | Sell |
20,703
-807
| -4% | -$81.6K | 0.47% | 45 |
|
|
2018
Q1 | $1.96M | Sell |
21,510
-4,076
| -16% | -$372K | 0.46% | 47 |
|
|
2017
Q4 | $2.59M | Sell |
25,586
-6,841
| -21% | -$693K | 0.64% | 38 |
|
|
2017
Q3 | $3.46M | Sell |
32,427
-7,589
| -19% | -$810K | 0.97% | 36 |
|
|
2017
Q2 | $4.21M | Sell |
40,016
-10,524
| -21% | -$1.11M | 1.34% | 30 |
|
|
2017
Q1 | $5.14M | Sell |
50,540
-9,677
| -16% | -$984K | 2.07% | 21 |
|
|
2016
Q4 | $5.9M | Sell |
60,217
-4,261
| -7% | -$417K | 2.84% | 13 |
|
|
2016
Q3 | $6.06M | Sell |
64,478
-349
| -0.5% | -$32.8K | 3.05% | 13 |
|
|
2016
Q2 | $6.63M | Buy |
64,827
+740
| +1% | +$75.7K | 3.45% | 6 |
|
|
2016
Q1 | $6.55M | Buy |
64,087
+6,366
| +11% | +$651K | 3.76% | 8 |
|
|
2015
Q4 | $5.24K | Buy |
57,721
+6,104
| +12% | +$554 | 2.43% | 18 |
|
|
2015
Q3 | $4.23M | Buy |
51,617
+3,301
| +7% | +$270K | 2.66% | 20 |
|
|
2015
Q2 | $3.52M | Buy |
48,316
+5,766
| +14% | +$420K | 2.11% | 23 |
|
|
2015
Q1 | $3.29M | Sell |
42,550
-1,065
| -2% | -$82.3K | 1.99% | 19 |
|
|
2014
Q4 | $3.26M | Sell |
43,615
-495
| -1% | -$37K | 2.12% | 20 |
|
|
2014
Q3 | $2.9M | Sell |
44,110
-615
| -1% | -$40.4K | 2.02% | 22 |
|
|
2014
Q2 | $3.27M | Sell |
44,725
-1,105
| -2% | -$80.7K | 2.39% | 20 |
|
|
2014
Q1 | $3.13M | Buy |
+45,830
| New | +$3.13M | 2.37% | 17 |
|