Robinson Smith Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
11,008
-2,762
| -20% | -$567K | 1.81% | 14 |
|
|
2025
Q1 | $3.06M | Buy |
13,770
+1,856
| +16% | +$412K | 2.56% | 9 |
|
|
2024
Q4 | $2.98M | Sell |
11,914
-3,557
| -23% | -$891K | 2.53% | 10 |
|
|
2024
Q3 | $3.6M | Sell |
15,471
-4,607
| -23% | -$1.07M | 3.06% | 6 |
|
|
2024
Q2 | $4.23M | Buy |
20,078
+3,186
| +19% | +$671K | 3.72% | 5 |
|
|
2024
Q1 | $2.9M | Sell |
16,892
-4,657
| -22% | -$799K | 2.78% | 5 |
|
|
2023
Q4 | $4.15M | Buy |
+21,549
| New | +$4.15M | 4.08% | 5 |
|