RWM
Ruedi Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
18,797
-490
| -3% | -$101K | 1.14% | 17 |
|
|
2025
Q1 | $4.28M | Sell |
19,287
-481
| -2% | -$107K | 1.34% | 15 |
|
|
2024
Q4 | $4.95M | Sell |
19,768
-59
| -0.3% | -$14.8K | 1.56% | 15 |
|
|
2024
Q3 | $4.62M | Sell |
19,827
-436
| -2% | -$102K | 1.59% | 15 |
|
|
2024
Q2 | $4.27M | Buy |
20,263
+227
| +1% | +$47.8K | 1.68% | 15 |
|
|
2024
Q1 | $3.44M | Buy |
20,036
+62
| +0.3% | +$10.6K | 1.45% | 16 |
|
|
2023
Q4 | $3.85M | Buy |
19,974
+6
| +0% | +$1.16K | 1.81% | 14 |
|
|
2023
Q3 | $3.42M | Buy |
19,968
+7
| +0% | +$1.2K | 1.96% | 12 |
|
|
2023
Q2 | $3.87M | Sell |
19,961
-10
| -0.1% | -$1.94K | 2.28% | 10 |
|
|
2023
Q1 | $3.29M | Sell |
19,971
-150
| -0.7% | -$24.7K | 2.12% | 11 |
|
|
2022
Q4 | $2.61M | Buy |
+20,121
| New | +$2.61M | 1.84% | 11 |
|