Root Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.8M | Buy |
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|
2025
Q2 | $21.3M | Buy |
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|
2025
Q1 | $22.4M | Buy |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $14.6M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $6.51M | Buy |
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|
2023
Q4 | $5.42M | Buy |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | $2.33M | Buy |
|