Ruggaard & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Buy |
30,051
+7
| +0% | +$1.44K | 2.48% | 17 |
|
|
2025
Q1 | $6.67M | Sell |
30,044
-965
| -3% | -$214K | 2.92% | 14 |
|
|
2024
Q4 | $7.77M | Sell |
31,009
-1,961
| -6% | -$491K | 3.41% | 12 |
|
|
2024
Q3 | $7.68M | Sell |
32,970
-6,107
| -16% | -$1.42M | 3.34% | 12 |
|
|
2024
Q2 | $8.23M | Buy |
39,077
+3,768
| +11% | +$794K | 3.81% | 11 |
|
|
2024
Q1 | $6.05M | Sell |
35,309
-2,322
| -6% | -$398K | 2.88% | 14 |
|
|
2023
Q4 | $7.25M | Sell |
37,631
-227
| -0.6% | -$43.7K | 3.83% | 11 |
|
|
2023
Q3 | $6.48M | Sell |
37,858
-94
| -0.2% | -$16.1K | 3.86% | 11 |
|
|
2023
Q2 | $7.36M | Sell |
37,952
-9,493
| -20% | -$1.84M | 4.31% | 10 |
|
|
2023
Q1 | $7.82M | Buy |
+47,445
| New | +$7.82M | 4.83% | 9 |
|