TA
TKG Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
1,111
-2,383
| -68% | -$489K | 0.1% | 85 |
|
|
2025
Q1 | $776K | Buy |
3,494
+81
| +2% | +$18K | 0.38% | 52 |
|
|
2024
Q4 | $760K | Buy |
3,413
+753
| +28% | +$168K | 0.35% | 53 |
|
|
2024
Q3 | $620K | Sell |
2,660
-57
| -2% | -$13.3K | 0.31% | 55 |
|
|
2024
Q2 | $572K | Sell |
2,717
-2,100
| -44% | -$442K | 0.31% | 56 |
|
|
2024
Q1 | $826K | Buy |
4,817
+1,737
| +56% | +$298K | 0.46% | 53 |
|
|
2023
Q4 | $593K | Sell |
3,080
-677
| -18% | -$130K | 0.35% | 55 |
|
|
2023
Q3 | $643K | Buy |
3,757
+2,163
| +136% | +$370K | 0.43% | 53 |
|
|
2023
Q2 | $309K | Buy |
+1,594
| New | +$309K | 0.2% | 74 |
|
|
2022
Q4 | – | Sell |
-19,537
| Closed | -$2.7M | – | 85 |
|
|
2022
Q3 | $2.7M | Buy |
19,537
+7,240
| +59% | +$1M | 2.14% | 12 |
|
|
2022
Q2 | $1.68M | Sell |
12,297
-11,004
| -47% | -$1.5M | 1.45% | 27 |
|
|
2022
Q1 | $4.07M | Buy |
23,301
+1,762
| +8% | +$308K | 3.26% | 4 |
|
|
2021
Q4 | $3.83M | Buy |
+21,539
| New | +$3.83M | 3.02% | 6 |
|