RW Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
30,723
+3,569
| +13% | +$732K | 0.7% | 13 |
|
|
2025
Q1 | $6.03M | Sell |
27,154
-158
| -0.6% | -$35.1K | 0.74% | 13 |
|
|
2024
Q4 | $6.84M | Sell |
27,312
-19
| -0.1% | -$4.76K | 0.83% | 12 |
|
|
2024
Q3 | $6.37M | Hold |
27,331
| – | – | 0.79% | 10 |
|
|
2024
Q2 | $5.76M | Sell |
27,331
-2,020
| -7% | -$425K | 0.78% | 9 |
|
|
2024
Q1 | $5.03M | Buy |
29,351
+1,856
| +7% | +$318K | 0.7% | 9 |
|
|
2023
Q4 | $5.29M | Sell |
27,495
-1,319
| -5% | -$254K | 0.81% | 9 |
|
|
2023
Q3 | $4.93M | Buy |
28,814
+147
| +0.5% | +$25.2K | 0.9% | 9 |
|
|
2023
Q2 | $5.56M | Sell |
28,667
-422
| -1% | -$81.9K | 1.15% | 9 |
|
|
2023
Q1 | $4.8M | Buy |
29,089
+938
| +3% | +$155K | 1.33% | 11 |
|
|
2022
Q4 | $3.66M | Buy |
+28,151
| New | +$3.66M | 1.44% | 12 |
|