Rockingstone 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 | $3.97M | Sell |
19,335
-5,924
| -23% | -$1.22M | 2.09% | 14 |
|
|
2025
Q1 | $5.61M | Sell |
25,259
-394
| -2% | -$87.5K | 2.53% | 5 |
|
|
2024
Q4 | $6.42M | Buy |
25,653
+1,076
| +4% | +$269K | 2.84% | 5 |
|
|
2024
Q3 | $5.73M | Buy |
24,577
+85
| +0.3% | +$19.8K | 2.81% | 5 |
|
|
2024
Q2 | $5.16M | Buy |
24,492
+423
| +2% | +$89.1K | 2.65% | 5 |
|
|
2024
Q1 | $4.13M | Sell |
24,069
-688
| -3% | -$118K | 2.13% | 11 |
|
|
2023
Q4 | $4.77M | Sell |
24,757
-2,015
| -8% | -$388K | 2.67% | 5 |
|
|
2023
Q3 | $4.58M | Buy |
26,772
+1,481
| +6% | +$254K | 2.53% | 5 |
|
|
2023
Q2 | $4.91M | Buy |
25,291
+347
| +1% | +$67.3K | 2.77% | 5 |
|
|
2023
Q1 | $4.11M | Buy |
24,944
+809
| +3% | +$133K | 2.51% | 4 |
|
|
2022
Q4 | $3.14M | Buy |
+24,135
| New | +$3.14M | 2.34% | 8 |
|