TFO Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $62.8K | Sell |
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|
2023
Q4 | $196K | Sell |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $383 | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $889K | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $989K | Sell |
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|
2020
Q2 | $791K | Sell |
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|
2020
Q1 | $1.7M | Buy |
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|
2019
Q4 | $1.31M | Buy |
|