Tranquilli Financial Advisor’s Apple AAPL Stock Holding History

Tranquilli Financial Advisor’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-844	Closed	-$211K	–	108
2024 Q4	$211K	Buy	+844	New	+$199K	0.13%	100
2024 Q3	–	Sell	-1,199	Closed	-$260K	–	108
2024 Q2	$260K	Sell	1,199 -658	-35%	-$123K	0.17%	91
2024 Q1	$318K	Buy	1,857 +3	+0.2%	+$545	0.21%	83
2023 Q4	$357K	Hold	1,854	–	–	0.25%	74
2023 Q3	$317K	Sell	1,854 -724	-28%	-$133K	0.23%	73
2023 Q2	$500K	Buy	2,578 +152	+6%	+$26.5K	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%	+$65.6K	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%	+$11.8K	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	+$232K	0.23%	61

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tranquilli Financial Advisor's AAPL Position: Q1 2025 in Review

Tranquilli Financial Advisor sold out of Apple (AAPL) in Q1 2025, closing a stake of 844 shares — an estimated $211K sold.

Tranquilli Financial Advisor first reported a position in AAPL in Q4 2020 and held it in 16 quarters. The position peaked at $500K in Q2 2023. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

Tranquilli Financial Advisor reported no remaining Apple position as of Q1 2025 after selling out during the quarter.
Tranquilli Financial Advisor sold 844 Apple shares in Q1 2025, an estimated $211K.
Tranquilli Financial Advisor first reported a position in Apple in Q4 2020 and held it in 16 quarters.
Tranquilli Financial Advisor's Apple position peaked at $500K in Q2 2023.
5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2025, filed 12 May 2025.