TFO
Tarbox Family Office’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
32,723
-38
| -0.1% | -$7.8K | 1.01% | 18 |
|
|
2025
Q1 | $7.28M | Sell |
32,761
-258
| -0.8% | -$57.3K | 1.21% | 16 |
|
|
2024
Q4 | $8.27M | Sell |
33,019
-838
| -2% | -$210K | 1.36% | 15 |
|
|
2024
Q3 | $7.89M | Buy |
33,857
+2,457
| +8% | +$572K | 1.29% | 15 |
|
|
2024
Q2 | $6.61M | Sell |
31,400
-31
| -0.1% | -$6.53K | 1.17% | 15 |
|
|
2024
Q1 | $5.39M | Sell |
31,431
-695
| -2% | -$119K | 0.95% | 17 |
|
|
2023
Q4 | $6.19M | Sell |
32,126
-115
| -0.4% | -$22.1K | 1.2% | 15 |
|
|
2023
Q3 | $5.52M | Sell |
32,241
-1,068
| -3% | -$183K | 1.14% | 18 |
|
|
2023
Q2 | $6.46M | Sell |
33,309
-348
| -1% | -$67.5K | 1.26% | 13 |
|
|
2023
Q1 | $5.55M | Buy |
33,657
+106
| +0.3% | +$17.5K | 1.12% | 16 |
|
|
2022
Q4 | $4.36M | Sell |
33,551
-451
| -1% | -$58.6K | 0.96% | 16 |
|
|
2022
Q3 | $4.65M | Sell |
34,002
-17,780
| -34% | -$2.43M | 1.1% | 15 |
|
|
2022
Q2 | $7.08M | Buy |
51,782
+17,557
| +51% | +$2.4M | 1.59% | 11 |
|
|
2022
Q1 | $5.98M | Sell |
34,225
-163,642
| -83% | -$28.6M | 1.21% | 13 |
|
|
2021
Q4 | $35.1M | Sell |
197,867
-17,697
| -8% | -$3.14M | 6.05% | 4 |
|
|
2021
Q3 | $30.5M | Sell |
215,564
-10,170
| -5% | -$1.44M | 5.58% | 5 |
|
|
2021
Q2 | $30.9M | Buy |
225,734
+29,612
| +15% | +$4.06M | 5.53% | 6 |
|
|
2021
Q1 | $24M | Sell |
196,122
-1,692
| -0.9% | -$207K | 4.71% | 6 |
|
|
2020
Q4 | $26.2M | Sell |
197,814
-457
| -0.2% | -$60.6K | 5.49% | 6 |
|
|
2020
Q3 | $23M | Buy |
198,271
+119,445
| +152% | +$13.8M | 5.59% | 5 |
|
|
2020
Q2 | $28.8M | Buy |
78,826
+656
| +0.8% | +$239K | 7.44% | 3 |
|
|
2020
Q1 | $19.9M | Sell |
78,170
-139
| -0.2% | -$35.3K | 6.44% | 3 |
|
|
2019
Q4 | $23M | Sell |
78,309
-8,160
| -9% | -$2.4M | 6.28% | 5 |
|
|
2019
Q3 | $19.4M | Sell |
86,469
-61
| -0.1% | -$13.7K | 5.89% | 5 |
|
|
2019
Q2 | $17.1M | Buy |
86,530
+75,293
| +670% | +$14.9M | 5.36% | 5 |
|
|
2019
Q1 | $2.13M | Sell |
11,237
-510
| -4% | -$96.9K | 0.78% | 17 |
|
|
2018
Q4 | $1.85M | Sell |
11,747
-426
| -3% | -$67.2K | 0.77% | 16 |
|
|
2018
Q3 | $2.75M | Sell |
12,173
-17
| -0.1% | -$3.84K | 0.99% | 14 |
|
|
2018
Q2 | $2.26M | Sell |
12,190
-2
| -0% | -$370 | 0.87% | 16 |
|
|
2018
Q1 | $2.05M | Sell |
12,192
-614
| -5% | -$103K | 0.79% | 16 |
|
|
2017
Q4 | $2.17M | Sell |
12,806
-129
| -1% | -$21.8K | 0.86% | 16 |
|
|
2017
Q3 | $1.99M | Buy |
12,935
+20
| +0.2% | +$3.08K | 0.87% | 15 |
|
|
2017
Q2 | $1.86M | Sell |
12,915
-288
| -2% | -$41.5K | 0.92% | 16 |
|
|
2017
Q1 | $1.9M | Buy |
13,203
+2,956
| +29% | +$425K | 0.98% | 14 |
|
|
2016
Q4 | $1.19M | Buy |
10,247
+307
| +3% | +$35.6K | 0.68% | 16 |
|
|
2016
Q3 | $1.12M | Sell |
9,940
-911
| -8% | -$103K | 0.72% | 16 |
|
|
2016
Q2 | $1.04M | Buy |
10,851
+949
| +10% | +$90.7K | 0.74% | 15 |
|
|
2016
Q1 | $1.08M | Sell |
9,902
-6
| -0.1% | -$654 | 0.82% | 16 |
|
|
2015
Q4 | $1.04M | Sell |
9,908
-26
| -0.3% | -$2.74K | 0.85% | 17 |
|
|
2015
Q3 | $1.1M | Buy |
9,934
+1,360
| +16% | +$150K | 1% | 16 |
|
|
2015
Q2 | $1.08M | Sell |
8,574
-40
| -0.5% | -$5.02K | 0.93% | 16 |
|
|
2015
Q1 | $1.07M | Hold |
8,614
| – | – | 0.94% | 16 |
|
|
2014
Q4 | $951K | Sell |
8,614
-1,014
| -11% | -$112K | 0.88% | 17 |
|
|
2014
Q3 | $970K | Buy |
9,628
+983
| +11% | +$99K | 0.88% | 17 |
|
|
2014
Q2 | $803K | Buy |
8,645
+7,101
| +460% | +$660K | 0.72% | 16 |
|
|
2014
Q1 | $837K | Hold |
1,544
| – | – | 0.75% | 18 |
|
|
2013
Q4 | $866K | Buy |
+1,544
| New | +$866K | 0.72% | 20 |
|