TF
Talbot Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.9M | Buy |
418,782
+52,412
| +14% | +$10.8M | 8.13% | 2 |
|
|
2025
Q1 | $81.4M | Sell |
366,370
-4,618
| -1% | -$1.03M | 10.19% | 1 |
|
|
2024
Q4 | $92.9M | Sell |
370,988
-7,855
| -2% | -$1.97M | 11.05% | 1 |
|
|
2024
Q3 | $88.3M | Buy |
378,843
+733
| +0.2% | +$171K | 10.75% | 2 |
|
|
2024
Q2 | $79.6M | Sell |
378,110
-2,613
| -0.7% | -$550K | 10.28% | 2 |
|
|
2024
Q1 | $65.3M | Buy |
380,723
+7,121
| +2% | +$1.22M | 8.73% | 2 |
|
|
2023
Q4 | $71.9M | Buy |
373,602
+11,274
| +3% | +$2.17M | 10.82% | 2 |
|
|
2023
Q3 | $62M | Sell |
362,328
-1,538
| -0.4% | -$263K | 10.81% | 2 |
|
|
2023
Q2 | $70.6M | Sell |
363,866
-4,049
| -1% | -$785K | 12% | 1 |
|
|
2023
Q1 | $60.7M | Sell |
367,915
-3,054
| -0.8% | -$504K | 11.28% | 1 |
|
|
2022
Q4 | $48.2M | Buy |
+370,969
| New | +$48.2M | 9.92% | 2 |
|