RW
RVW Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Buy |
125,008
+152
| +0.1% | +$31.2K | 2.18% | 12 |
|
|
2025
Q1 | $27.7M | Buy |
124,856
+6,535
| +6% | +$1.45M | 2.61% | 10 |
|
|
2024
Q4 | $29.6M | Buy |
118,321
+33,993
| +40% | +$8.51M | 2.76% | 10 |
|
|
2024
Q3 | $19.6M | Sell |
84,328
-145
| -0.2% | -$33.8K | 1.83% | 21 |
|
|
2024
Q2 | $17.8M | Buy |
84,473
+535
| +0.6% | +$113K | 1.78% | 22 |
|
|
2024
Q1 | $14.4M | Sell |
83,938
-859
| -1% | -$147K | 1.48% | 26 |
|
|
2023
Q4 | $16.3M | Sell |
84,797
-388
| -0.5% | -$74.7K | 1.79% | 22 |
|
|
2023
Q3 | $14.6M | Sell |
85,185
-248
| -0.3% | -$42.5K | 1.76% | 24 |
|
|
2023
Q2 | $16.6M | Buy |
85,433
+242
| +0.3% | +$46.9K | 1.96% | 22 |
|
|
2023
Q1 | $14M | Sell |
85,191
-11,495
| -12% | -$1.9M | 1.74% | 26 |
|
|
2022
Q4 | $12.6M | Buy |
96,686
+1,001
| +1% | +$130K | 1.6% | 27 |
|
|
2022
Q3 | $13.2M | Buy |
95,685
+1,302
| +1% | +$180K | 1.86% | 21 |
|
|
2022
Q2 | $12.9M | Buy |
94,383
+1,510
| +2% | +$206K | 1.73% | 25 |
|
|
2022
Q1 | $16.2M | Buy |
92,873
+2,255
| +2% | +$394K | 1.87% | 25 |
|
|
2021
Q4 | $16.1M | Sell |
90,618
-1,096
| -1% | -$195K | 1.8% | 25 |
|
|
2021
Q3 | $13M | Buy |
91,714
+8,091
| +10% | +$1.15M | 1.56% | 29 |
|
|
2021
Q2 | $11M | Buy |
83,623
+687
| +0.8% | +$90.4K | 1.38% | 29 |
|
|
2021
Q1 | $10M | Buy |
82,936
+5,109
| +7% | +$616K | 1.31% | 29 |
|
|
2020
Q4 | $10M | Sell |
77,827
-386
| -0.5% | -$49.6K | 1.47% | 29 |
|
|
2020
Q3 | $9.06M | Buy |
78,213
+58,528
| +297% | +$6.78M | 1.53% | 29 |
|
|
2020
Q2 | $7.18M | Sell |
19,685
-440
| -2% | -$161K | 1.31% | 32 |
|
|
2020
Q1 | $5.12M | Sell |
20,125
-2,651
| -12% | -$674K | 1.2% | 29 |
|
|
2019
Q4 | $6.69M | Sell |
22,776
-16,602
| -42% | -$4.88M | 1.46% | 23 |
|
|
2019
Q3 | $3.58M | Sell |
39,378
-81,914
| -68% | -$7.45M | 0.85% | 32 |
|
|
2019
Q2 | $4.04M | Buy |
121,292
+1,068
| +0.9% | +$35.6K | 0.96% | 30 |
|
|
2019
Q1 | $3.68M | Buy |
+120,224
| New | +$3.68M | 0.94% | 31 |
|