Roth 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 | $2.74M | Hold |
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|
2025
Q2 | $2.21M | Hold |
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|
2025
Q1 | $2.39M | Hold |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.69M | Hold |
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|
2024
Q2 | $2.44M | Hold |
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|
2024
Q1 | $1.98M | Hold |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.99M | Hold |
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|
2023
Q1 | $1.69M | Hold |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.8M | Hold |
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|
2021
Q4 | $1.84M | Hold |
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|
2021
Q3 | $1.46M | Hold |
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|
2021
Q2 | $1.42M | Hold |
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|
2021
Q1 | $1.26M | Hold |
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|
2020
Q4 | $1.37M | Buy |
|