Roberts Wealth 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 | $19M | Sell |
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|
2025
Q1 | $20.7M | Sell |
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|
2024
Q4 | $22.2M | Sell |
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|
2024
Q3 | $21.3M | Buy |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $36.8M | Sell |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $12.9M | Sell |
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|
2023
Q1 | $14.2M | Sell |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $12.3M | Buy |
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|
2022
Q1 | $14.4M | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $11.8M | Buy |
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