Root Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
103,964
+2,963
| +3% | +$608K | 2.06% | 13 |
|
|
2025
Q1 | $22.4M | Buy |
101,001
+25,978
| +35% | +$5.77M | 2.39% | 12 |
|
|
2024
Q4 | $18.8M | Buy |
75,023
+12,453
| +20% | +$3.12M | 2.33% | 13 |
|
|
2024
Q3 | $14.6M | Buy |
62,570
+9,059
| +17% | +$2.11M | 2.33% | 12 |
|
|
2024
Q2 | $11.3M | Buy |
53,511
+15,570
| +41% | +$3.28M | 2.64% | 11 |
|
|
2024
Q1 | $6.51M | Buy |
37,941
+9,783
| +35% | +$1.68M | 1.93% | 12 |
|
|
2023
Q4 | $5.42M | Buy |
28,158
+12,936
| +85% | +$2.49M | 2.04% | 13 |
|
|
2023
Q3 | $2.61M | Buy |
15,222
+446
| +3% | +$76.4K | 1.38% | 13 |
|
|
2023
Q2 | $2.87M | Buy |
14,776
+657
| +5% | +$127K | 1.71% | 13 |
|
|
2023
Q1 | $2.33M | Buy |
+14,119
| New | +$2.33M | 1.66% | 14 |
|