TFA
Transamerica Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Sell |
34,019
-1,618
| -5% | -$332K | 0.66% | 32 |
|
|
2025
Q1 | $7.92M | Sell |
35,637
-889
| -2% | -$197K | 0.81% | 22 |
|
|
2024
Q4 | $9.15M | Sell |
36,526
-1,141
| -3% | -$286K | 0.9% | 18 |
|
|
2024
Q3 | $8.78M | Buy |
+37,667
| New | +$8.78M | 0.86% | 20 |
|
|
2024
Q2 | – | Sell |
-39,958
| Closed | -$6.85M | – | 558 |
|
|
2024
Q1 | $6.85M | Buy |
+39,958
| New | +$6.85M | 0.7% | 27 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$2K | – | 116 |
|
|
2021
Q2 | $2K | Sell |
11
-1
| -8% | -$182 | 0.05% | 59 |
|
|
2021
Q1 | $2K | Sell |
12
-1
| -8% | -$167 | 0.05% | 61 |
|
|
2020
Q4 | $2K | Buy |
13
+1
| +8% | +$154 | 0.04% | 62 |
|
|
2020
Q3 | $2K | Sell |
12
-5,831
| -100% | -$972K | 0.04% | 63 |
|
|
2020
Q2 | $2.13M | Buy |
+5,843
| New | +$2.13M | 0.47% | 45 |
|
|
2019
Q3 | – | Sell |
-1,307
| Closed | -$259K | – | 95 |
|
|
2019
Q2 | $259K | Buy |
+1,307
| New | +$259K | 0.06% | 148 |
|
|
2019
Q1 | – | Sell |
-4,374
| Closed | -$690K | – | 98 |
|
|
2018
Q4 | $690K | Buy |
4,374
+1,537
| +54% | +$242K | 0.18% | 91 |
|
|
2018
Q3 | $641K | Sell |
2,837
-59
| -2% | -$13.3K | 0.14% | 115 |
|
|
2018
Q2 | $537K | Sell |
2,896
-33,471
| -92% | -$6.21M | 0.12% | 118 |
|
|
2018
Q1 | $6.1M | Sell |
36,367
-2,635
| -7% | -$442K | 0.9% | 36 |
|
|
2017
Q4 | $6.6M | Sell |
39,002
-1,227
| -3% | -$208K | 0.87% | 36 |
|
|
2017
Q3 | $6.2M | Buy |
+40,229
| New | +$6.2M | 0.77% | 46 |
|
|
2017
Q2 | – | Sell |
-66,745
| Closed | -$9.59M | – | 400 |
|
|
2017
Q1 | $9.59M | Sell |
66,745
-580
| -0.9% | -$83.3K | 1.15% | 16 |
|
|
2016
Q4 | $7.8M | Buy |
67,325
+22,944
| +52% | +$2.66M | 0.93% | 28 |
|
|
2016
Q3 | $5.02M | Buy |
44,381
+4,233
| +11% | +$479K | 0.54% | 57 |
|
|
2016
Q2 | $3.84M | Sell |
40,148
-35,312
| -47% | -$3.38M | 0.39% | 72 |
|
|
2016
Q1 | $8.23M | Sell |
75,460
-11,594
| -13% | -$1.26M | 0.7% | 26 |
|
|
2015
Q4 | $9.16M | Buy |
87,054
+5,329
| +7% | +$561K | 0.67% | 34 |
|
|
2015
Q3 | $9.02M | Buy |
81,725
+5,672
| +7% | +$626K | 0.72% | 33 |
|
|
2015
Q2 | $9.54M | Buy |
76,053
+4,913
| +7% | +$616K | 0.68% | 26 |
|
|
2015
Q1 | $8.85M | Buy |
71,140
+849
| +1% | +$106K | 0.62% | 20 |
|
|
2014
Q4 | $7.76M | Buy |
70,291
+14,012
| +25% | +$1.55M | 0.61% | 21 |
|
|
2014
Q3 | $5.67M | Buy |
56,279
+12,860
| +30% | +$1.3M | 0.51% | 32 |
|
|
2014
Q2 | $4.04M | Buy |
43,419
+38,659
| +812% | +$3.6M | 0.35% | 45 |
|
|
2014
Q1 | $2.56M | Sell |
4,760
-1,943
| -29% | -$1.04M | 0.25% | 54 |
|
|
2013
Q4 | $3.76M | Buy |
6,703
+1,800
| +37% | +$1.01M | 0.41% | 40 |
|
|
2013
Q3 | $2.34M | Buy |
4,903
+1,703
| +53% | +$812K | 0.3% | 47 |
|
|
2013
Q2 | $1.27M | Buy |
+3,200
| New | +$1.27M | 0.21% | 53 |
|