TFG
Tilson Financial Group’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Buy |
7,620
+780
| +11% | +$160K | 0.59% | 28 |
|
2025
Q1 | $1.52M | Buy |
6,840
+385
| +6% | +$85.5K | 0.6% | 30 |
|
2024
Q4 | $1.62M | Sell |
6,455
-206
| -3% | -$51.6K | 0.66% | 30 |
|
2024
Q3 | $1.55M | Buy |
6,661
+5
| +0.1% | +$1.17K | 0.67% | 28 |
|
2024
Q2 | $1.4M | Sell |
6,656
-535
| -7% | -$113K | 1.42% | 16 |
|
2024
Q1 | $1.23M | Sell |
7,191
-10
| -0.1% | -$1.72K | 0.66% | 31 |
|
2023
Q4 | $1.39M | Buy |
7,201
+44
| +0.6% | +$8.47K | 0.89% | 28 |
|
2023
Q3 | $1.23M | Buy |
+7,157
| New | +$1.23M | 0.96% | 26 |
|
2023
Q2 | – | Sell |
-7,212
| Closed | -$1.19M | – | 29 |
|
2023
Q1 | $1.19M | Sell |
7,212
-398
| -5% | -$65.6K | 0.97% | 26 |
|
2022
Q4 | $989K | Buy |
+7,610
| New | +$989K | 0.84% | 27 |
|