WD Rutherford’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
29,148
-2,102
| -7% | -$431K | 2.75% | 7 |
|
|
2025
Q1 | $6.32M | Sell |
31,250
-568
| -2% | -$115K | 3.36% | 3 |
|
|
2024
Q4 | $7.97M | Sell |
31,818
-817
| -3% | -$205K | 3.78% | 2 |
|
|
2024
Q3 | $7.6M | Sell |
32,635
-409
| -1% | -$95.3K | 3.71% | 2 |
|
|
2024
Q2 | $6.96M | Sell |
33,044
-1,504
| -4% | -$317K | 3.49% | 3 |
|
|
2024
Q1 | $5.92M | Sell |
34,548
-120
| -0.3% | -$20.6K | 3.07% | 4 |
|
|
2023
Q4 | $6.72M | Sell |
34,668
-1,165
| -3% | -$226K | 3.91% | 3 |
|
|
2023
Q3 | $6.14M | Sell |
35,833
-3,369
| -9% | -$577K | 4.21% | 2 |
|
|
2023
Q2 | $7.6M | Sell |
39,202
-795
| -2% | -$154K | 4.86% | 2 |
|
|
2023
Q1 | $6.6M | Sell |
39,997
-1,832
| -4% | -$302K | 4.65% | 2 |
|
|
2022
Q4 | $5.46M | Sell |
41,829
-915
| -2% | -$120K | 4.29% | 1 |
|
|
2022
Q3 | $5.91M | Sell |
42,744
-1,870
| -4% | -$258K | 4.74% | 1 |
|
|
2022
Q2 | $6.1M | Sell |
44,614
-730
| -2% | -$99.8K | 4.71% | 1 |
|
|
2022
Q1 | $7.92M | Sell |
45,344
-235
| -0.5% | -$41K | 4.52% | 2 |
|
|
2021
Q4 | $8.09M | Sell |
45,579
-827
| -2% | -$147K | 4.1% | 2 |
|
|
2021
Q3 | $6.57M | Sell |
46,406
-2,705
| -6% | -$383K | 3.57% | 2 |
|
|
2021
Q2 | $6.73M | Sell |
49,111
-415
| -0.8% | -$56.8K | 3.74% | 2 |
|
|
2021
Q1 | $6.05M | Sell |
49,526
-4,880
| -9% | -$596K | 3.76% | 1 |
|
|
2020
Q4 | $7.22M | Buy |
+54,406
| New | +$7.22M | 4.57% | 1 |
|