TFC Financial Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.74M Sell
2025
Q1
$10.6M Sell
2024
Q4
$13.7M Buy
2024
Q3
$12.4M Buy
2024
Q2
$11.1M Buy
2024
Q1
$9.01M Buy
2023
Q4
$10M Sell
2023
Q3
$8.97M Buy
2023
Q2
$10.1M Sell
2023
Q1
$8.54M Buy
2022
Q4
$6.47M Sell
2022
Q3
$6.97M Buy
2022
Q2
$6.8M Sell
2022
Q1
$8.7M Buy
2021
Q4
$8.84M Buy
2021
Q3
$6.77M Sell
2021
Q2
$6.6M Sell
2021
Q1
$5.96M Sell
2020
Q4
$6.76M Sell
2020
Q3
$5.96M Buy