TFA
Teamwork Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Sell |
114,689
-90,400
| -44% | -$18.6M | 2.73% | 10 |
|
|
2025
Q1 | $45.6M | Sell |
205,089
-48,711
| -19% | -$10.8M | 6.07% | 1 |
|
|
2024
Q4 | $63.6M | Sell |
253,800
-444
| -0.2% | -$111K | 8.26% | 1 |
|
|
2024
Q3 | $59.2M | Buy |
254,244
+10,385
| +4% | +$2.42M | 8.21% | 1 |
|
|
2024
Q2 | $51.4M | Sell |
243,859
-163,453
| -40% | -$34.4M | 7.61% | 1 |
|
|
2024
Q1 | $69.8M | Sell |
407,312
-373,938
| -48% | -$64.1M | 10.74% | 1 |
|
|
2023
Q4 | $150M | Sell |
781,250
-16,050
| -2% | -$3.09M | 25.81% | 1 |
|
|
2023
Q3 | $137M | Buy |
797,300
+11,226
| +1% | +$1.92M | 22.28% | 1 |
|
|
2023
Q2 | $152M | Sell |
786,074
-6,472
| -0.8% | -$1.26M | 24.78% | 1 |
|
|
2023
Q1 | $131M | Buy |
792,546
+13,349
| +2% | +$2.2M | 24.16% | 1 |
|
|
2022
Q4 | $101M | Buy |
779,197
+20,740
| +3% | +$2.69M | 20.39% | 1 |
|
|
2022
Q3 | $105M | Buy |
758,457
+11,288
| +2% | +$1.56M | 22.6% | 1 |
|
|
2022
Q2 | $102M | Buy |
747,169
+48,768
| +7% | +$6.67M | 22.3% | 1 |
|
|
2022
Q1 | $122M | Buy |
698,401
+5,029
| +0.7% | +$878K | 22.73% | 1 |
|
|
2021
Q4 | $123M | Sell |
693,372
-21,382
| -3% | -$3.8M | 22.62% | 1 |
|
|
2021
Q3 | $101M | Buy |
714,754
+35,644
| +5% | +$5.04M | 19.99% | 1 |
|
|
2021
Q2 | $93M | Sell |
679,110
-242
| -0% | -$33.1K | 18.99% | 1 |
|
|
2021
Q1 | $83M | Buy |
679,352
+14,912
| +2% | +$1.82M | 19.46% | 1 |
|
|
2020
Q4 | $88.2M | Buy |
664,440
+23,652
| +4% | +$3.14M | 20.96% | 1 |
|
|
2020
Q3 | $74.2M | Buy |
640,788
+488,532
| +321% | +$56.6M | 23% | 1 |
|
|
2020
Q2 | $55.5M | Sell |
152,256
-98
| -0.1% | -$35.8K | 19.89% | 1 |
|
|
2020
Q1 | $38.7M | Buy |
152,354
+15,762
| +12% | +$4.01M | 24.02% | 1 |
|
|
2019
Q4 | $40.1M | Buy |
+136,592
| New | +$40.1M | 24% | 1 |
|