TFA
Tobias Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
21,999
-38
| -0.2% | -$7.8K | 0.77% | 25 |
|
|
2025
Q1 | $4.89M | Buy |
22,037
+653
| +3% | +$145K | 0.95% | 23 |
|
|
2024
Q4 | $5.35M | Buy |
21,384
+1,157
| +6% | +$290K | 1.08% | 23 |
|
|
2024
Q3 | $4.71M | Sell |
20,227
-874
| -4% | -$204K | 0.94% | 23 |
|
|
2024
Q2 | $4.44M | Buy |
21,101
+650
| +3% | +$137K | 0.96% | 23 |
|
|
2024
Q1 | $3.51M | Buy |
20,451
+1,413
| +7% | +$242K | 0.79% | 28 |
|
|
2023
Q4 | $3.67M | Buy |
19,038
+373
| +2% | +$71.8K | 0.89% | 28 |
|
|
2023
Q3 | $3.2M | Sell |
18,665
-24
| -0.1% | -$4.11K | 0.84% | 31 |
|
|
2023
Q2 | $3.63M | Sell |
18,689
-240
| -1% | -$46.6K | 0.98% | 30 |
|
|
2023
Q1 | $3.12M | Buy |
18,929
+1,472
| +8% | +$243K | 0.92% | 30 |
|
|
2022
Q4 | $2.27M | Buy |
17,457
+150
| +0.9% | +$19.5K | 0.75% | 34 |
|
|
2022
Q3 | $2.39M | Sell |
17,307
-3,615
| -17% | -$500K | 0.84% | 29 |
|
|
2022
Q2 | $2.86M | Buy |
20,922
+2,005
| +11% | +$274K | 0.96% | 27 |
|
|
2022
Q1 | $3.3M | Sell |
18,917
-223,274
| -92% | -$39M | 1.14% | 23 |
|
|
2021
Q4 | $43M | Buy |
242,191
+224,325
| +1,256% | +$39.8M | 3.38% | 6 |
|
|
2021
Q3 | $2.53M | Buy |
17,866
+687
| +4% | +$97.2K | 0.95% | 21 |
|
|
2021
Q2 | $2.35M | Sell |
17,179
-15
| -0.1% | -$2.06K | 0.93% | 24 |
|
|
2021
Q1 | $2.1M | Sell |
17,194
-950
| -5% | -$116K | 0.89% | 24 |
|
|
2020
Q4 | $2.41M | Sell |
18,144
-1,407
| -7% | -$187K | 1.1% | 20 |
|
|
2020
Q3 | $2.26M | Buy |
19,551
+14,879
| +318% | +$1.72M | 1.24% | 19 |
|
|
2020
Q2 | $1.7M | Sell |
4,672
-1,948
| -29% | -$710K | 1% | 24 |
|
|
2020
Q1 | $1.68M | Buy |
6,620
+1
| +0% | +$254 | 1.22% | 19 |
|
|
2019
Q4 | $1.94M | Buy |
+6,619
| New | +$1.94M | 1.24% | 18 |
|