RWB
RMR Wealth Builders’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
127,314
+6,925
| +6% | +$1.42M | 2.37% | 11 |
|
|
2025
Q1 | $26.7M | Buy |
120,389
+1,127
| +0.9% | +$250K | 2.81% | 8 |
|
|
2024
Q4 | $29.9M | Buy |
119,262
+786
| +0.7% | +$197K | 3.09% | 8 |
|
|
2024
Q3 | $27.6M | Buy |
118,476
+1,601
| +1% | +$373K | 2.93% | 9 |
|
|
2024
Q2 | $24.6M | Sell |
116,875
-3,692
| -3% | -$778K | 2.82% | 9 |
|
|
2024
Q1 | $20.7M | Buy |
120,567
+6,047
| +5% | +$1.04M | 2.5% | 10 |
|
|
2023
Q4 | $22M | Buy |
114,520
+463
| +0.4% | +$89.1K | 3.1% | 9 |
|
|
2023
Q3 | $19.5M | Buy |
114,057
+8,662
| +8% | +$1.48M | 3.12% | 9 |
|
|
2023
Q2 | $20.4M | Buy |
105,395
+4,316
| +4% | +$837K | 3.48% | 9 |
|
|
2023
Q1 | $16.7M | Buy |
101,079
+36,116
| +56% | +$5.96M | 3.17% | 10 |
|
|
2022
Q4 | $8.44M | Sell |
64,963
-1,764
| -3% | -$229K | 1.91% | 12 |
|
|
2022
Q3 | $9.22M | Buy |
66,727
+4,406
| +7% | +$609K | 2.26% | 11 |
|
|
2022
Q2 | $8.52M | Sell |
62,321
-282
| -0.5% | -$38.6K | 2.12% | 10 |
|
|
2022
Q1 | $10.9M | Buy |
62,603
+8,623
| +16% | +$1.51M | 2.34% | 8 |
|
|
2021
Q4 | $9.59M | Sell |
53,980
-4,692
| -8% | -$833K | 2.75% | 9 |
|
|
2021
Q3 | $8.3M | Buy |
58,672
+4,568
| +8% | +$646K | 2.44% | 9 |
|
|
2021
Q2 | $7.41M | Sell |
54,104
-19,375
| -26% | -$2.65M | 2.43% | 9 |
|
|
2021
Q1 | $8.98M | Buy |
73,479
+42,969
| +141% | +$5.25M | 2.33% | 9 |
|
|
2020
Q4 | $4.05M | Sell |
30,510
-89,094
| -74% | -$11.8M | 1.99% | 9 |
|
|
2020
Q3 | $13.9M | Buy |
119,604
+114,676
| +2,327% | +$13.3M | 3.6% | 6 |
|
|
2020
Q2 | $1.8M | Buy |
+4,928
| New | +$1.8M | 1.6% | 13 |
|
|
2019
Q4 | $1.24M | Buy |
+4,213
| New | +$1.24M | 1.19% | 20 |
|