TFA
Tranquilli Financial Advisor’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-844
| Closed | -$211K | – | 108 |
|
|
2024
Q4 | $211K | Buy |
+844
| New | +$211K | 0.13% | 100 |
|
|
2024
Q3 | – | Sell |
-1,199
| Closed | -$260K | – | 108 |
|
|
2024
Q2 | $260K | Sell |
1,199
-658
| -35% | -$143K | 0.17% | 91 |
|
|
2024
Q1 | $318K | Buy |
1,857
+3
| +0.2% | +$514 | 0.21% | 83 |
|
|
2023
Q4 | $357K | Hold |
1,854
| – | – | 0.25% | 74 |
|
|
2023
Q3 | $317K | Sell |
1,854
-724
| -28% | -$124K | 0.23% | 73 |
|
|
2023
Q2 | $500K | Buy |
2,578
+152
| +6% | +$29.5K | 0.35% | 51 |
|
|
2023
Q1 | $400K | Hold |
2,426
| – | – | 0.3% | 62 |
|
|
2022
Q4 | $315K | Hold |
2,426
| – | – | 0.24% | 69 |
|
|
2022
Q3 | $335K | Buy |
2,426
+418
| +21% | +$57.7K | 0.27% | 50 |
|
|
2022
Q2 | $275K | Hold |
2,008
| – | – | 0.21% | 54 |
|
|
2022
Q1 | $351K | Hold |
2,008
| – | – | 0.25% | 59 |
|
|
2021
Q4 | $357K | Hold |
2,008
| – | – | 0.25% | 60 |
|
|
2021
Q3 | $284K | Buy |
2,008
+80
| +4% | +$11.3K | 0.21% | 67 |
|
|
2021
Q2 | $264K | Hold |
1,928
| – | – | 0.2% | 69 |
|
|
2021
Q1 | $236K | Hold |
1,928
| – | – | 0.19% | 69 |
|
|
2020
Q4 | $256K | Buy |
+1,928
| New | +$256K | 0.23% | 61 |
|