Rockline Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Sell |
140,871
-2,425
| -2% | -$498K | 6.84% | 2 |
|
|
2025
Q1 | $31.8M | Sell |
143,296
-4,632
| -3% | -$1.03M | 8.86% | 2 |
|
|
2024
Q4 | $37M | Sell |
147,928
-1,099
| -0.7% | -$275K | 9.9% | 2 |
|
|
2024
Q3 | $34.7M | Buy |
149,027
+2,895
| +2% | +$675K | 9.8% | 2 |
|
|
2024
Q2 | $30.8M | Buy |
146,132
+19,601
| +15% | +$4.13M | 9.51% | 2 |
|
|
2024
Q1 | $21.7M | Buy |
126,531
+5,218
| +4% | +$895K | 7.58% | 2 |
|
|
2023
Q4 | $23.4M | Buy |
+121,313
| New | +$23.4M | 9.7% | 1 |
|