T
Tidemark’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.73M | Sell |
18,202
-738
| -4% | -$151K | 1.2% | 21 |
|
2025
Q1 | $4.21M | Sell |
18,940
-554
| -3% | -$123K | 1.54% | 16 |
|
2024
Q4 | $4.88M | Buy |
19,494
+831
| +4% | +$208K | 1.87% | 13 |
|
2024
Q3 | $4.35M | Buy |
18,663
+794
| +4% | +$185K | 1.78% | 12 |
|
2024
Q2 | $3.76M | Sell |
17,869
-875
| -5% | -$184K | 1.73% | 11 |
|
2024
Q1 | $3.21M | Buy |
18,744
+484
| +3% | +$83K | 1.79% | 11 |
|
2023
Q4 | $3.52M | Buy |
+18,260
| New | +$3.52M | 2.2% | 9 |
|