TFM
TFC Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Sell |
47,481
-104
| -0.2% | -$21.3K | 1.33% | 9 |
|
|
2025
Q1 | $10.6M | Sell |
47,585
-7,150
| -13% | -$1.59M | 1.62% | 8 |
|
|
2024
Q4 | $13.7M | Buy |
54,735
+1,705
| +3% | +$427K | 2.17% | 8 |
|
|
2024
Q3 | $12.4M | Buy |
53,030
+120
| +0.2% | +$28K | 1.95% | 8 |
|
|
2024
Q2 | $11.1M | Buy |
52,910
+377
| +0.7% | +$79.4K | 1.95% | 9 |
|
|
2024
Q1 | $9.01M | Buy |
52,533
+612
| +1% | +$105K | 1.6% | 9 |
|
|
2023
Q4 | $10M | Sell |
51,921
-480
| -0.9% | -$92.4K | 2.02% | 9 |
|
|
2023
Q3 | $8.97M | Buy |
52,401
+586
| +1% | +$100K | 2.14% | 8 |
|
|
2023
Q2 | $10.1M | Sell |
51,815
-2
| -0% | -$388 | 2.47% | 6 |
|
|
2023
Q1 | $8.54M | Buy |
51,817
+2,007
| +4% | +$331K | 2.21% | 7 |
|
|
2022
Q4 | $6.47M | Sell |
49,810
-642
| -1% | -$83.4K | 1.87% | 8 |
|
|
2022
Q3 | $6.97M | Buy |
50,452
+732
| +1% | +$101K | 2.21% | 7 |
|
|
2022
Q2 | $6.8M | Sell |
49,720
-123
| -0.2% | -$16.8K | 2.03% | 8 |
|
|
2022
Q1 | $8.7M | Buy |
49,843
+48
| +0.1% | +$8.38K | 2.48% | 6 |
|
|
2021
Q4 | $8.84M | Buy |
49,795
+1,970
| +4% | +$350K | 2.68% | 5 |
|
|
2021
Q3 | $6.77M | Sell |
47,825
-387
| -0.8% | -$54.8K | 2.24% | 5 |
|
|
2021
Q2 | $6.6M | Sell |
48,212
-585
| -1% | -$80.1K | 2.26% | 5 |
|
|
2021
Q1 | $5.96M | Sell |
48,797
-2,183
| -4% | -$267K | 2.36% | 4 |
|
|
2020
Q4 | $6.77M | Sell |
50,980
-437
| -0.8% | -$58K | 2.86% | 4 |
|
|
2020
Q3 | $5.96M | Buy |
+51,417
| New | +$5.96M | 2.95% | 4 |
|