RPg Family Wealth Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $10.9M | Buy |
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|
2024
Q2 | $9.73M | Sell |
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|
2024
Q1 | $7.97M | Sell |
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|
2023
Q4 | $9.01M | Buy |
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|
2023
Q3 | $7.58M | Sell |
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|
2023
Q2 | $8.82M | Sell |
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|
2023
Q1 | $8.14M | Buy |
|
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|
2022
Q4 | $6.21M | Sell |
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|
2022
Q3 | $10.9M | Sell |
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|
2022
Q2 | $9.53M | Sell |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $12.1M | Sell |
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|
2021
Q3 | $9.82M | Buy |
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|
2021
Q2 | $8.7M | Buy |
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|
2020
Q4 | $8.54M | Sell |
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|
2020
Q3 | $9.04M | Sell |
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|
2020
Q2 | $7.23M | Sell |
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|
2020
Q1 | $5.09M | Sell |
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|
2019
Q4 | $7.26M | Sell |
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|
2019
Q3 | $5.96M | Sell |
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|
2019
Q2 | $5.41M | Sell |
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|
2019
Q1 | $7.5M | Buy |
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|
2018
Q4 | $5.99M | Buy |
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|
2018
Q3 | $6.07M | Sell |
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|
2018
Q2 | $5.26M | Sell |
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|
2018
Q1 | $5.23M | Buy |
|
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|
2017
Q4 | $5.25M | Sell |
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|
2017
Q3 | $4.84M | Buy |
|
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|
2017
Q2 | $4.51M | Sell |
|
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|
2017
Q1 | $4.56M | Sell |
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|
2016
Q4 | $5.13M | Sell |
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|
2016
Q3 | $5.05M | Sell |
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|
2016
Q2 | $8.11M | Buy |
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|
2016
Q1 | $3.64M | Buy |
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|
2015
Q4 | $335K | Buy |
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