TW
Trajan Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5M | Buy |
246,287
+30,902
| +14% | +$6.34M | 2.47% | 9 |
|
|
2025
Q1 | $47.8M | Buy |
215,385
+5,616
| +3% | +$1.25M | 2.61% | 8 |
|
|
2024
Q4 | $52.5M | Buy |
209,769
+17,849
| +9% | +$4.47M | 2.91% | 7 |
|
|
2024
Q3 | $44.7M | Buy |
191,920
+16,707
| +10% | +$3.89M | 2.64% | 7 |
|
|
2024
Q2 | $36.9M | Buy |
175,213
+24,258
| +16% | +$5.11M | 2.37% | 8 |
|
|
2024
Q1 | $25.9M | Buy |
+150,955
| New | +$25.9M | 1.75% | 10 |
|