RFA
Rollins Financial Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.7M | Sell |
290,767
-27,323
| -9% | -$5.61M | 9.51% | 2 |
|
2025
Q1 | $70.7M | Sell |
318,090
-11,833
| -4% | -$2.63M | 12.31% | 1 |
|
2024
Q4 | $82.6M | Sell |
329,923
-3,822
| -1% | -$957K | 12.9% | 1 |
|
2024
Q3 | $77.8M | Sell |
333,745
-3,747
| -1% | -$873K | 12.91% | 2 |
|
2024
Q2 | $71.1M | Sell |
337,492
-6,825
| -2% | -$1.44M | 12.21% | 2 |
|
2024
Q1 | $59M | Buy |
344,317
+4,258
| +1% | +$730K | 11.12% | 2 |
|
2023
Q4 | $65.5M | Buy |
+340,059
| New | +$65.5M | 13.67% | 2 |
|