RWA
Rooted Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
15,160
+1,675
| +12% | +$354K | 1.11% | 23 |
|
|
2025
Q1 | $2.54M | Sell |
13,485
-142
| -1% | -$26.8K | 1.09% | 21 |
|
|
2024
Q4 | $3.3M | Buy |
13,627
+316
| +2% | +$76.5K | 1.29% | 20 |
|
|
2024
Q3 | $2.95M | Sell |
13,311
-391
| -3% | -$86.7K | 1.32% | 15 |
|
|
2024
Q2 | $3.07M | Buy |
13,702
+1,776
| +15% | +$398K | 1.36% | 17 |
|
|
2024
Q1 | $2.01M | Buy |
11,926
+267
| +2% | +$45.1K | 0.99% | 26 |
|
|
2023
Q4 | $2.21M | Buy |
11,659
+704
| +6% | +$133K | 1.15% | 25 |
|
|
2023
Q3 | $2.08M | Sell |
10,955
-3,642
| -25% | -$691K | 1.28% | 22 |
|
|
2023
Q2 | $2.79M | Sell |
14,597
-385
| -3% | -$73.7K | 1.88% | 17 |
|
|
2023
Q1 | $2.48M | Sell |
14,982
-2,360
| -14% | -$390K | 1.84% | 12 |
|
|
2022
Q4 | $2.25M | Buy |
+17,342
| New | +$2.25M | 1.89% | 12 |
|