RSS
Rosenblum Silverman Sutton’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
8,638
-205
| -2% | -$42.1K | 0.43% | 41 |
|
|
2025
Q1 | $1.96M | Hold |
8,843
| – | – | 0.54% | 39 |
|
|
2024
Q4 | $2.21M | Buy |
8,843
+95
| +1% | +$23.8K | 0.56% | 41 |
|
|
2024
Q3 | $2.04M | Sell |
8,748
-175
| -2% | -$40.8K | 0.52% | 39 |
|
|
2024
Q2 | $1.88M | Sell |
8,923
-1,068
| -11% | -$225K | 0.5% | 41 |
|
|
2024
Q1 | $1.71M | Sell |
9,991
-166
| -2% | -$28.5K | 0.49% | 43 |
|
|
2023
Q4 | $1.96M | Sell |
10,157
-260
| -2% | -$50.1K | 0.62% | 38 |
|
|
2023
Q3 | $1.78M | Sell |
10,417
-80
| -0.8% | -$13.7K | 0.61% | 42 |
|
|
2023
Q2 | $2.04M | Sell |
10,497
-439
| -4% | -$85.2K | 0.67% | 41 |
|
|
2023
Q1 | $1.8M | Sell |
10,936
-1,270
| -10% | -$209K | 0.66% | 39 |
|
|
2022
Q4 | $1.59M | Sell |
12,206
-1,481
| -11% | -$192K | 0.58% | 41 |
|
|
2022
Q3 | $1.89M | Sell |
13,687
-2,134
| -13% | -$295K | 0.68% | 43 |
|
|
2022
Q2 | $2.16M | Buy |
15,821
+103
| +0.7% | +$14.1K | 0.7% | 41 |
|
|
2022
Q1 | $2.75M | Sell |
15,718
-92
| -0.6% | -$16.1K | 0.7% | 41 |
|
|
2021
Q4 | $2.81M | Sell |
15,810
-424
| -3% | -$75.3K | 0.63% | 42 |
|
|
2021
Q3 | $2.3M | Sell |
16,234
-1,542
| -9% | -$218K | 0.53% | 43 |
|
|
2021
Q2 | $2.44M | Sell |
17,776
-595
| -3% | -$81.5K | 0.55% | 43 |
|
|
2021
Q1 | $2.24M | Sell |
18,371
-1,015
| -5% | -$124K | 0.58% | 42 |
|
|
2020
Q4 | $2.57M | Sell |
19,386
-171
| -0.9% | -$22.7K | 0.67% | 38 |
|
|
2020
Q3 | $2.27M | Buy |
19,557
+14,431
| +282% | +$1.67M | 0.64% | 36 |
|
|
2020
Q2 | $1.87M | Sell |
5,126
-150
| -3% | -$54.7K | 0.6% | 39 |
|
|
2020
Q1 | $1.34M | Sell |
5,276
-690
| -12% | -$176K | 0.54% | 41 |
|
|
2019
Q4 | $1.75M | Sell |
5,966
-44
| -0.7% | -$12.9K | 0.64% | 42 |
|
|
2019
Q3 | $1.35M | Buy |
6,010
+1,285
| +27% | +$288K | 0.52% | 42 |
|
|
2019
Q2 | $935K | Buy |
4,725
+467
| +11% | +$92.4K | 0.35% | 45 |
|
|
2019
Q1 | $809K | Sell |
4,258
-343
| -7% | -$65.2K | 0.32% | 47 |
|
|
2018
Q4 | $726K | Buy |
4,601
+253
| +6% | +$39.9K | 0.33% | 51 |
|
|
2018
Q3 | $982K | Buy |
4,348
+14
| +0.3% | +$3.16K | 0.33% | 54 |
|
|
2018
Q2 | $802K | Buy |
4,334
+1,538
| +55% | +$285K | 0.28% | 55 |
|
|
2018
Q1 | $469K | Sell |
2,796
-870
| -24% | -$146K | 0.17% | 58 |
|
|
2017
Q4 | $620K | Buy |
3,666
+925
| +34% | +$156K | 0.22% | 59 |
|
|
2017
Q3 | $422K | Buy |
+2,741
| New | +$422K | 0.16% | 57 |
|
|
2016
Q3 | – | Sell |
-66,889
| Closed | -$6.4M | – | 67 |
|
|
2016
Q2 | $6.4M | Buy |
+66,889
| New | +$6.4M | 3.07% | 8 |
|
|
2015
Q4 | $9.09M | Sell |
86,337
-6,649
| -7% | -$700K | 4.15% | 5 |
|
|
2015
Q3 | $10.3M | Sell |
92,986
-7,895
| -8% | -$871K | 4.89% | 3 |
|
|
2015
Q2 | $12.7M | Buy |
+100,881
| New | +$12.7M | 5.07% | 2 |
|
|
2014
Q4 | $12.4M | Sell |
112,040
-3,371
| -3% | -$372K | 5.32% | 2 |
|
|
2014
Q3 | $11.6M | Buy |
115,411
+1,445
| +1% | +$146K | 5.23% | 1 |
|
|
2014
Q2 | $10.6M | Buy |
113,966
+97,317
| +585% | +$9.04M | 4.95% | 2 |
|
|
2014
Q1 | $8.94M | Buy |
16,649
+223
| +1% | +$120K | 4.24% | 3 |
|
|
2013
Q4 | $9.22M | Sell |
16,426
-635
| -4% | -$356K | 4.36% | 2 |
|
|
2013
Q3 | $8.13M | Buy |
+17,061
| New | +$8.13M | 4.36% | 2 |
|