TPG Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6M Sell
2025
Q1
$6.52M Sell
2024
Q4
$7.45M Buy
2024
Q3
$1.51M Buy
2024
Q2
$1.32M Buy
2023
Q4
$965K Buy
2023
Q3
$736K Buy
2023
Q2
$365K Buy
2023
Q1
$268K Buy
2022
Q4
$208K Buy
2020
Q1
Sell
2019
Q4
$238K Buy