Rockbridge Investment 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 | $5.64M | Buy |
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|
2025
Q1 | $6M | Sell |
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|
2024
Q4 | $6.96M | Sell |
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|
2024
Q3 | $6.69M | Sell |
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|
2024
Q2 | $6.2M | Sell |
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|
2024
Q1 | $5.34M | Sell |
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|
2023
Q4 | $6.98M | Buy |
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|
2023
Q3 | $5.91M | Buy |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $3.17M | Sell |
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|
2022
Q3 | $3.54M | Sell |
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|
2022
Q2 | $3.54M | Sell |
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|
2022
Q1 | $4.81M | Sell |
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|
2021
Q4 | $5.12M | Sell |
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|
2021
Q3 | $4.08M | Sell |
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|
2021
Q2 | $4.03M | Sell |
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|
2021
Q1 | $3.92M | Sell |
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|
2020
Q4 | $4.87M | Buy |
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|
2020
Q3 | $3.28M | Buy |
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|
2020
Q2 | $2.55M | Buy |
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