TA
TFB Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
31,357
+1,841
| +6% | +$378K | 1.69% | 9 |
|
|
2025
Q1 | $6.56M | Buy |
29,516
+128
| +0.4% | +$28.4K | 1.89% | 6 |
|
|
2024
Q4 | $7.36M | Buy |
29,388
+136
| +0.5% | +$34.1K | 2.1% | 6 |
|
|
2024
Q3 | $6.82M | Buy |
29,252
+600
| +2% | +$140K | 2.03% | 6 |
|
|
2024
Q2 | $6.03M | Buy |
28,652
+4,181
| +17% | +$881K | 1.97% | 7 |
|
|
2024
Q1 | $4.14M | Buy |
24,471
+6,510
| +36% | +$1.1M | 1.5% | 17 |
|
|
2023
Q4 | $3.46M | Buy |
+17,961
| New | +$3.46M | 1.77% | 14 |
|
|
2023
Q3 | – | Sell |
-24,017
| Closed | -$4.66M | – | 106 |
|
|
2023
Q2 | $4.66M | Buy |
24,017
+11,925
| +99% | +$2.31M | 2.03% | 8 |
|
|
2023
Q1 | $1.99M | Buy |
12,092
+1,100
| +10% | +$181K | 1.52% | 19 |
|
|
2022
Q4 | $1.43M | Buy |
+10,992
| New | +$1.43M | 1.2% | 21 |
|