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
Q3 | $4.72M | Sell |
|
|||||
|
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 |
|