TFA
Toth Financial Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
85,850
-3,309
| -4% | -$679K | 2.05% | 6 |
|
|
2025
Q1 | $19.8M | Sell |
89,159
-3,040
| -3% | -$675K | 2.38% | 3 |
|
|
2024
Q4 | $23.1M | Sell |
92,199
-1,025
| -1% | -$257K | 2.72% | 3 |
|
|
2024
Q3 | $21.7M | Sell |
93,224
-797
| -0.8% | -$186K | 2.56% | 3 |
|
|
2024
Q2 | $19.8M | Buy |
94,021
+911
| +1% | +$192K | 2.52% | 4 |
|
|
2024
Q1 | $16M | Sell |
93,110
-116
| -0.1% | -$19.9K | 2% | 7 |
|
|
2023
Q4 | $17.9M | Sell |
93,226
-1,605
| -2% | -$309K | 2.43% | 3 |
|
|
2023
Q3 | $16.2M | Sell |
94,831
-3,021
| -3% | -$517K | 2.47% | 2 |
|
|
2023
Q2 | $19M | Sell |
97,852
-3,326
| -3% | -$645K | 2.75% | 2 |
|
|
2023
Q1 | $16.7M | Buy |
101,178
+6,183
| +7% | +$1.02M | 2.6% | 2 |
|
|
2022
Q4 | $12.3M | Sell |
94,995
-1,026
| -1% | -$133K | 2% | 7 |
|
|
2022
Q3 | $13.3M | Buy |
96,021
+328
| +0.3% | +$45.3K | 2.4% | 2 |
|
|
2022
Q2 | $13.1M | Sell |
95,693
-107
| -0.1% | -$14.6K | 2.28% | 3 |
|
|
2022
Q1 | $16.7M | Sell |
95,800
-2,036
| -2% | -$356K | 2.5% | 3 |
|
|
2021
Q4 | $17.4M | Sell |
97,836
-1,503
| -2% | -$267K | 2.37% | 4 |
|
|
2021
Q3 | $14.1M | Sell |
99,339
-240
| -0.2% | -$34K | 2.14% | 7 |
|
|
2021
Q2 | $13.6M | Sell |
99,579
-548
| -0.5% | -$75.1K | 2.08% | 7 |
|
|
2021
Q1 | $12.2M | Sell |
100,127
-10,407
| -9% | -$1.27M | 1.95% | 9 |
|
|
2020
Q4 | $14.7M | Sell |
110,534
-582
| -0.5% | -$77.2K | 2.51% | 5 |
|
|
2020
Q3 | $12.9M | Buy |
111,116
+80,887
| +268% | +$9.37M | 2.47% | 6 |
|
|
2020
Q2 | $11M | Buy |
30,229
+2,173
| +8% | +$793K | 2.39% | 6 |
|
|
2020
Q1 | $7.13M | Buy |
28,056
+2,635
| +10% | +$670K | 2.06% | 10 |
|
|
2019
Q4 | $7.47M | Buy |
25,421
+1,338
| +6% | +$393K | 1.51% | 18 |
|
|
2019
Q3 | $5.39M | Buy |
24,083
+2,768
| +13% | +$620K | 1.18% | 34 |
|
|
2019
Q2 | $4.22M | Buy |
21,315
+1,579
| +8% | +$313K | 0.94% | 41 |
|
|
2019
Q1 | $3.75M | Buy |
19,736
+811
| +4% | +$154K | 0.88% | 46 |
|
|
2018
Q4 | $2.99M | Buy |
18,925
+430
| +2% | +$67.8K | 0.82% | 52 |
|
|
2018
Q3 | $4.18M | Sell |
18,495
-1,750
| -9% | -$395K | 0.93% | 42 |
|
|
2018
Q2 | $3.75M | Sell |
20,245
-314
| -2% | -$58.1K | 0.88% | 45 |
|
|
2018
Q1 | $3.45M | Sell |
20,559
-712
| -3% | -$119K | 0.84% | 46 |
|
|
2017
Q4 | $3.6M | Buy |
21,271
+56
| +0.3% | +$9.48K | 0.85% | 47 |
|
|
2017
Q3 | $3.27M | Buy |
21,215
+162
| +0.8% | +$25K | 0.83% | 50 |
|
|
2017
Q2 | $3.03M | Buy |
21,053
+2,367
| +13% | +$341K | 0.79% | 54 |
|
|
2017
Q1 | $2.68M | Buy |
18,686
+2,304
| +14% | +$331K | 0.71% | 54 |
|
|
2016
Q4 | $1.9M | Buy |
16,382
+3,321
| +25% | +$385K | 0.55% | 63 |
|
|
2016
Q3 | $1.48M | Buy |
13,061
+3,443
| +36% | +$389K | 0.43% | 69 |
|
|
2016
Q2 | $919K | Buy |
9,618
+332
| +4% | +$31.7K | 0.28% | 76 |
|
|
2016
Q1 | $1.01M | Buy |
9,286
+314
| +3% | +$34.2K | 0.33% | 69 |
|
|
2015
Q4 | $944K | Buy |
8,972
+5,165
| +136% | +$543K | 0.31% | 68 |
|
|
2015
Q3 | $420K | Buy |
3,807
+1,113
| +41% | +$123K | 0.15% | 93 |
|
|
2015
Q2 | $338K | Sell |
2,694
-140
| -5% | -$17.6K | 0.11% | 110 |
|
|
2015
Q1 | $353K | Buy |
2,834
+378
| +15% | +$47.1K | 0.12% | 105 |
|
|
2014
Q4 | $271K | Buy |
2,456
+316
| +15% | +$34.9K | 0.09% | 105 |
|
|
2014
Q3 | $216K | Buy |
+2,140
| New | +$216K | 0.08% | 105 |
|
|
2013
Q4 | – | Sell |
-428
| Closed | -$204K | – | 107 |
|
|
2013
Q3 | $204K | Sell |
428
-199
| -32% | -$94.9K | 0.1% | 100 |
|
|
2013
Q2 | $249K | Buy |
+627
| New | +$249K | 0.12% | 95 |
|