Tilia Fiduciary Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Sell |
32,155
-1,322
| -4% | -$271K | 4.03% | 1 |
|
|
2025
Q1 | $7.44M | Buy |
33,477
+919
| +3% | +$204K | 4.96% | 1 |
|
|
2024
Q4 | $8.15M | Sell |
32,558
-258
| -0.8% | -$64.6K | 5.56% | 1 |
|
|
2024
Q3 | $7.65M | Buy |
32,816
+1,656
| +5% | +$386K | 5.3% | 1 |
|
|
2024
Q2 | $6.56M | Buy |
31,160
+866
| +3% | +$182K | 5.13% | 1 |
|
|
2024
Q1 | $5.19M | Sell |
30,294
-2,602
| -8% | -$446K | 4.21% | 1 |
|
|
2023
Q4 | $6.33M | Sell |
32,896
-245
| -0.7% | -$47.2K | 5.89% | 1 |
|
|
2023
Q3 | $5.67M | Buy |
33,141
+84
| +0.3% | +$14.4K | 5.91% | 1 |
|
|
2023
Q2 | $6.41M | Buy |
33,057
+1,304
| +4% | +$253K | 5.73% | 1 |
|
|
2023
Q1 | $5.24M | Sell |
31,753
-12
| -0% | -$1.98K | 4.99% | 1 |
|
|
2022
Q4 | $4.13M | Buy |
31,765
+100
| +0.3% | +$13K | 3.97% | 1 |
|
|
2022
Q3 | $4.4M | Buy |
31,665
+4
| +0% | +$556 | 4.45% | 1 |
|
|
2022
Q2 | $4.62M | Buy |
31,661
+4,204
| +15% | +$613K | 4.41% | 1 |
|
|
2022
Q1 | $4.79M | Sell |
27,457
-233
| -0.8% | -$40.7K | 4.07% | 1 |
|
|
2021
Q4 | $4.92M | Buy |
+27,690
| New | +$4.92M | 3.95% | 2 |
|