RCWM
Royal Capital Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
20,240
-3,701
| -15% | -$759K | 2.76% | 11 |
|
|
2025
Q1 | $5.32M | Sell |
23,941
-115
| -0.5% | -$25.5K | 3.73% | 8 |
|
|
2024
Q4 | $6.02M | Sell |
24,056
-3,370
| -12% | -$844K | 4.22% | 6 |
|
|
2024
Q3 | $6.39M | Buy |
27,426
+1,497
| +6% | +$349K | 4.52% | 6 |
|
|
2024
Q2 | $5.46M | Buy |
25,929
+1,174
| +5% | +$247K | 4.11% | 6 |
|
|
2024
Q1 | $4.25M | Sell |
24,755
-5,250
| -17% | -$900K | 3.33% | 6 |
|
|
2023
Q4 | $5.78M | Buy |
30,005
+4,362
| +17% | +$840K | 5% | 5 |
|
|
2023
Q3 | $4.39M | Buy |
25,643
+155
| +0.6% | +$26.5K | 4.21% | 5 |
|
|
2023
Q2 | $4.94M | Buy |
25,488
+230
| +0.9% | +$44.6K | 4.66% | 5 |
|
|
2023
Q1 | $4.17M | Buy |
25,258
+34
| +0.1% | +$5.61K | 4.19% | 6 |
|
|
2022
Q4 | $3.28M | Sell |
25,224
-5,858
| -19% | -$761K | 3.48% | 8 |
|
|
2022
Q3 | $4.3M | Buy |
31,082
+2,641
| +9% | +$365K | 5.01% | 3 |
|
|
2022
Q2 | $3.89M | Buy |
28,441
+2,138
| +8% | +$292K | 4.22% | 3 |
|
|
2022
Q1 | $4.59M | Buy |
26,303
+142
| +0.5% | +$24.8K | 4.49% | 3 |
|
|
2021
Q4 | $4.65M | Buy |
+26,161
| New | +$4.65M | 4.51% | 3 |
|