TPG Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
29,263
-96
| -0.3% | -$19.7K | 2.4% | 18 |
|
|
2025
Q1 | $6.52M | Sell |
29,359
-376
| -1% | -$83.5K | 2.88% | 14 |
|
|
2024
Q4 | $7.45M | Buy |
29,735
+23,267
| +360% | +$5.83M | 3.24% | 11 |
|
|
2024
Q3 | $1.51M | Buy |
6,468
+195
| +3% | +$45.4K | 0.68% | 26 |
|
|
2024
Q2 | $1.32M | Buy |
+6,273
| New | +$1.32M | 0.63% | 28 |
|
|
2023
Q4 | $965K | Buy |
5,199
+902
| +21% | +$167K | 0.49% | 31 |
|
|
2023
Q3 | $736K | Buy |
4,297
+2,413
| +128% | +$413K | 0.38% | 31 |
|
|
2023
Q2 | $365K | Buy |
1,884
+260
| +16% | +$50.4K | 0.19% | 41 |
|
|
2023
Q1 | $268K | Buy |
1,624
+20
| +1% | +$3.3K | 0.15% | 45 |
|
|
2022
Q4 | $208K | Buy |
+1,604
| New | +$208K | 0.13% | 45 |
|
|
2020
Q1 | – | Sell |
-3,236
| Closed | -$238K | – | 44 |
|
|
2019
Q4 | $238K | Buy |
+3,236
| New | +$238K | 0.2% | 45 |
|