Running Point Capital Advisors’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
$3.61M Sell
2025
Q1
$4.17M Buy
2024
Q4
$3.47M Sell
2024
Q3
$3.65M Buy
2024
Q2
$2.96M Sell
2024
Q1
$2.48M Sell
2023
Q4
$3.56M Buy
2023
Q3
$3.13M Buy
2023
Q2
$3.52M Buy
2023
Q1
$2.95M Buy
2022
Q4
$2.31M Buy
2022
Q3
$2.44M Buy
2022
Q2
$2.27M Sell
2022
Q1
$3.04M Sell
2021
Q4
$3.47M Sell
2021
Q3
$2.91M Buy
2021
Q2
$2.6M Buy
2021
Q1
$2M Sell
2020
Q4
$3.37M Buy