TRIA
Trail Ridge Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
53,071
-565
| -1% | -$117K | 5.3% | 5 |
|
|
2025
Q1 | $11.9M | Sell |
53,636
-3,739
| -7% | -$831K | 6.14% | 4 |
|
|
2024
Q4 | $14.4M | Buy |
57,375
+453
| +0.8% | +$113K | 6.83% | 2 |
|
|
2024
Q3 | $13.1M | Sell |
56,922
-266
| -0.5% | -$61.4K | 6.26% | 4 |
|
|
2024
Q2 | $12M | Buy |
57,188
+1,076
| +2% | +$227K | 6.23% | 3 |
|
|
2024
Q1 | $9.62M | Sell |
56,112
-1,331
| -2% | -$228K | 5.44% | 5 |
|
|
2023
Q4 | $11.1M | Sell |
57,443
-287
| -0.5% | -$55.3K | 6.78% | 2 |
|
|
2023
Q3 | $9.88M | Sell |
57,730
-222
| -0.4% | -$38K | 6.72% | 2 |
|
|
2023
Q2 | $11.2M | Sell |
57,952
-1,823
| -3% | -$354K | 6.94% | 2 |
|
|
2023
Q1 | $9.86M | Buy |
59,775
+1,883
| +3% | +$311K | 6.43% | 3 |
|
|
2022
Q4 | $7.52M | Buy |
57,892
+171
| +0.3% | +$22.2K | 5.18% | 3 |
|
|
2022
Q3 | $8.64M | Sell |
57,721
-842
| -1% | -$126K | 5.71% | 2 |
|
|
2022
Q2 | $8.01M | Sell |
58,563
-185
| -0.3% | -$25.3K | 5.43% | 2 |
|
|
2022
Q1 | $10.3M | Sell |
58,748
-2,928
| -5% | -$511K | 6.3% | 2 |
|
|
2021
Q4 | $11M | Buy |
+61,676
| New | +$11M | 6.58% | 2 |
|