Robertson Stephens Wealth Management’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 | $86.9M | Sell |
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|
2025
Q1 | $96.2M | Buy |
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|
2024
Q4 | $108M | Buy |
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|
2024
Q3 | $97M | Sell |
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|
2024
Q2 | $90.3M | Buy |
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|
2024
Q1 | $71.8M | Buy |
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|
2023
Q4 | $79.4M | Sell |
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|
2023
Q3 | $73.1M | Buy |
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|
2023
Q2 | $81.2M | Buy |
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|
2023
Q1 | $95.7M | Buy |
|
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|
2022
Q4 | $51.5M | Buy |
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|
2022
Q3 | $52.5M | Sell |
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|
2022
Q2 | $52.7M | Sell |
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|
2022
Q1 | $67.3M | Buy |
|
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|
2021
Q4 | $65.7M | Buy |
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|
2021
Q3 | $37.4M | Sell |
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|
2021
Q2 | $37M | Buy |
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|
2021
Q1 | $26.9M | Buy |
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|
2020
Q4 | $22.1M | Buy |
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|
2020
Q3 | $19.3M | Buy |
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|
2020
Q2 | $15M | Buy |
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|
2020
Q1 | $9.62M | Buy |
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