Roberts Capital Advisors’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
$9.97M Hold
2025
Q1
$10.8M Sell
2024
Q4
$14M Hold
2024
Q3
$13M Hold
2024
Q2
$9.6M Hold
2024
Q1
$9.6M Buy
2022
Q3
$8.29M Hold
2022
Q2
$8.2M Hold
2022
Q1
$10.5M Hold
2021
Q4
$10.7M Buy