RWP
RWA Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Sell |
734,722
-4,097
| -0.6% | -$841K | 1.89% | 10 |
|
|
2025
Q1 | $164M | Sell |
738,819
-111,505
| -13% | -$24.8M | 2.07% | 9 |
|
|
2024
Q4 | $213M | Buy |
850,324
+16,320
| +2% | +$4.09M | 2.62% | 8 |
|
|
2024
Q3 | $194M | Sell |
834,004
-7,342
| -0.9% | -$1.71M | 2.42% | 8 |
|
|
2024
Q2 | $177M | Buy |
841,346
+20,846
| +3% | +$4.39M | 2.34% | 8 |
|
|
2024
Q1 | $141M | Sell |
820,500
-10,996
| -1% | -$1.89M | 1.89% | 10 |
|
|
2023
Q4 | $160M | Buy |
831,496
+489,712
| +143% | +$94.3M | 2.28% | 8 |
|
|
2023
Q3 | $58.5M | Buy |
341,784
+76,824
| +29% | +$13.2M | 1.27% | 11 |
|
|
2023
Q2 | $51.4M | Sell |
264,960
-22,669
| -8% | -$4.4M | 1.12% | 14 |
|
|
2023
Q1 | $47.4M | Buy |
287,629
+3,365
| +1% | +$555K | 1.14% | 13 |
|
|
2022
Q4 | $37.9M | Buy |
284,264
+15,201
| +6% | +$2.03M | 0.94% | 14 |
|
|
2022
Q3 | $37.2M | Buy |
269,063
+9,472
| +4% | +$1.31M | 2.62% | 9 |
|
|
2022
Q2 | $35.5M | Buy |
259,591
+4,748
| +2% | +$649K | 2.4% | 9 |
|
|
2022
Q1 | $44.5M | Buy |
254,843
+5,544
| +2% | +$968K | 2.88% | 7 |
|
|
2021
Q4 | $44.3M | Buy |
249,299
+2,620
| +1% | +$465K | 2.97% | 8 |
|
|
2021
Q3 | $34.9M | Buy |
246,679
+501
| +0.2% | +$70.9K | 2.6% | 8 |
|
|
2021
Q2 | $33.7M | Sell |
246,178
-11,184
| -4% | -$1.53M | 2.52% | 8 |
|
|
2021
Q1 | $31.4M | Buy |
257,362
+19,506
| +8% | +$2.38M | 2.54% | 8 |
|
|
2020
Q4 | $31.6M | Buy |
237,856
+2,838
| +1% | +$377K | 2.8% | 8 |
|
|
2020
Q3 | $27.2M | Buy |
235,018
+169,088
| +256% | +$19.6M | 2.86% | 8 |
|
|
2020
Q2 | $24.1M | Buy |
65,930
+1,360
| +2% | +$496K | 2.94% | 8 |
|
|
2020
Q1 | $16.4M | Sell |
64,570
-6,866
| -10% | -$1.75M | 2.33% | 12 |
|
|
2019
Q4 | $21M | Sell |
71,436
-9,039
| -11% | -$2.65M | 2.08% | 12 |
|
|
2019
Q3 | $18M | Sell |
80,475
-78
| -0.1% | -$17.5K | 1.9% | 12 |
|
|
2019
Q2 | $15.9M | Sell |
80,553
-467
| -0.6% | -$92.4K | 1.71% | 15 |
|
|
2019
Q1 | $15.4M | Sell |
81,020
-1,113
| -1% | -$211K | 1.76% | 12 |
|
|
2018
Q4 | $13M | Buy |
82,133
+2,979
| +4% | +$470K | 1.7% | 14 |
|
|
2018
Q3 | $17.9M | Buy |
79,154
+197
| +0.2% | +$44.5K | 2% | 12 |
|
|
2018
Q2 | $14.6M | Buy |
78,957
+14,344
| +22% | +$2.66M | 1.63% | 12 |
|
|
2018
Q1 | $10.8M | Sell |
64,613
-25,336
| -28% | -$4.25M | 1.39% | 12 |
|
|
2017
Q4 | $15.2M | Sell |
89,949
-1,056
| -1% | -$179K | 1.71% | 8 |
|
|
2017
Q3 | $14M | Buy |
91,005
+4,078
| +5% | +$629K | 1.58% | 11 |
|
|
2017
Q2 | $12.5M | Sell |
86,927
-792
| -0.9% | -$114K | 1.54% | 12 |
|
|
2017
Q1 | $12.6M | Buy |
87,719
+84,303
| +2,468% | +$12.1M | 1.65% | 13 |
|
|
2016
Q4 | $396K | Buy |
+3,416
| New | +$396K | 0.36% | 26 |
|