RSWM
Robertson Stephens Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9M | Sell |
423,737
-9,147
| -2% | -$1.88M | 2.77% | 6 |
|
|
2025
Q1 | $96.2M | Buy |
432,884
+1,939
| +0.4% | +$431K | 3.31% | 5 |
|
|
2024
Q4 | $108M | Buy |
430,945
+14,840
| +4% | +$3.72M | 3.82% | 5 |
|
|
2024
Q3 | $97M | Sell |
416,105
-12,511
| -3% | -$2.92M | 3.51% | 3 |
|
|
2024
Q2 | $90.3M | Buy |
428,616
+9,843
| +2% | +$2.07M | 4.54% | 3 |
|
|
2024
Q1 | $71.8M | Buy |
418,773
+6,326
| +2% | +$1.08M | 3.81% | 4 |
|
|
2023
Q4 | $79.4M | Sell |
412,447
-14,560
| -3% | -$2.8M | 4.82% | 3 |
|
|
2023
Q3 | $73.1M | Buy |
427,007
+8,332
| +2% | +$1.43M | 4.93% | 3 |
|
|
2023
Q2 | $81.2M | Buy |
418,675
+16,455
| +4% | +$3.19M | 5.75% | 2 |
|
|
2023
Q1 | $95.7M | Buy |
402,220
+5,761
| +1% | +$1.37M | 7.36% | 1 |
|
|
2022
Q4 | $51.5M | Buy |
396,459
+16,259
| +4% | +$2.11M | 5.02% | 3 |
|
|
2022
Q3 | $52.5M | Sell |
380,200
-5,189
| -1% | -$717K | 5.48% | 2 |
|
|
2022
Q2 | $52.7M | Sell |
385,389
-240
| -0.1% | -$32.8K | 4.97% | 3 |
|
|
2022
Q1 | $67.3M | Buy |
385,629
+15,687
| +4% | +$2.74M | 5.66% | 2 |
|
|
2021
Q4 | $65.7M | Buy |
369,942
+105,687
| +40% | +$18.8M | 5.53% | 1 |
|
|
2021
Q3 | $37.4M | Sell |
264,255
-5,925
| -2% | -$838K | 4.22% | 4 |
|
|
2021
Q2 | $37M | Buy |
270,180
+49,786
| +23% | +$6.82M | 4.44% | 3 |
|
|
2021
Q1 | $26.9M | Buy |
220,394
+53,860
| +32% | +$6.58M | 4.31% | 2 |
|
|
2020
Q4 | $22.1M | Buy |
166,534
+311
| +0.2% | +$41.3K | 4.62% | 3 |
|
|
2020
Q3 | $19.3M | Buy |
166,223
+125,009
| +303% | +$14.5M | 4.73% | 3 |
|
|
2020
Q2 | $15M | Buy |
41,214
+3,393
| +9% | +$1.24M | 4.34% | 4 |
|
|
2020
Q1 | $9.62M | Buy |
+37,821
| New | +$9.62M | 3.28% | 7 |
|