RWA
Roberts Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
92,733
-493
| -0.5% | -$101K | 5.47% | 2 |
|
|
2025
Q1 | $20.7M | Sell |
93,226
-273
| -0.3% | -$60.6K | 6.39% | 2 |
|
|
2024
Q4 | $22.2M | Sell |
93,499
-810
| -0.9% | -$193K | 6.76% | 1 |
|
|
2024
Q3 | $21.3M | Buy |
94,309
+2,068
| +2% | +$467K | 6.89% | 1 |
|
|
2024
Q2 | $21.1M | Buy |
92,241
+26,527
| +40% | +$6.07M | 7.2% | 1 |
|
|
2024
Q1 | $11.3M | Sell |
65,714
-392
| -0.6% | -$67.7K | 4.24% | 4 |
|
|
2023
Q4 | $36.8M | Sell |
66,106
-907
| -1% | -$505K | 5.73% | 3 |
|
|
2023
Q3 | $12M | Buy |
67,013
+636
| +1% | +$114K | 5.27% | 3 |
|
|
2023
Q2 | $12.9M | Sell |
66,377
-19,525
| -23% | -$3.79M | 5.66% | 2 |
|
|
2023
Q1 | $14.2M | Sell |
85,902
-178
| -0.2% | -$29.5K | 6.53% | 2 |
|
|
2022
Q4 | $10.8M | Buy |
86,080
+1,674
| +2% | +$209K | 5.2% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
84,406
+618
| +0.7% | +$89.9K | 6.04% | 2 |
|
|
2022
Q2 | $12.3M | Buy |
83,788
+1,380
| +2% | +$203K | 5.37% | 3 |
|
|
2022
Q1 | $14.4M | Sell |
82,408
-976
| -1% | -$170K | 5.63% | 2 |
|
|
2021
Q4 | $15.2M | Buy |
83,384
+209
| +0.3% | +$38K | 5.47% | 2 |
|
|
2021
Q3 | $11.8M | Buy |
+83,175
| New | +$11.8M | 4.66% | 2 |
|