RFA
RTD Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
9,556
-53
| -0.6% | -$10.9K | 0.25% | 53 |
|
|
2025
Q1 | $2.13M | Buy |
9,609
+583
| +6% | +$130K | 0.29% | 49 |
|
|
2024
Q4 | $2.26M | Buy |
9,026
+1,327
| +17% | +$332K | 0.29% | 47 |
|
|
2024
Q3 | $1.79M | Buy |
7,699
+157
| +2% | +$36.6K | 0.23% | 53 |
|
|
2024
Q2 | $1.59M | Sell |
7,542
-3,649
| -33% | -$769K | 0.21% | 53 |
|
|
2024
Q1 | $1.92M | Buy |
11,191
+1,272
| +13% | +$218K | 0.26% | 51 |
|
|
2023
Q4 | $1.91M | Sell |
9,919
-2,062
| -17% | -$397K | 0.27% | 49 |
|
|
2023
Q3 | $2.05M | Sell |
11,981
-26
| -0.2% | -$4.45K | 0.31% | 48 |
|
|
2023
Q2 | $2.33M | Buy |
12,007
+1,891
| +19% | +$367K | 0.34% | 47 |
|
|
2023
Q1 | $1.67M | Buy |
10,116
+1
| +0% | +$165 | 0.26% | 48 |
|
|
2022
Q4 | $1.31M | Sell |
10,115
-8,755
| -46% | -$1.14M | 0.21% | 51 |
|
|
2022
Q3 | $2.61M | Sell |
18,870
-15,410
| -45% | -$2.13M | 0.48% | 42 |
|
|
2022
Q2 | $4.69M | Sell |
34,280
-1,300
| -4% | -$178K | 0.72% | 38 |
|
|
2022
Q1 | $6.21M | Buy |
35,580
+1,396
| +4% | +$244K | 0.84% | 32 |
|
|
2021
Q4 | $6.07M | Buy |
+34,184
| New | +$6.07M | 0.79% | 34 |
|