Traphagen Investment Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.9M	Buy	141,414 +2,890	+2%	+$752K	2.91%	8
2025 Q4	$37.7M	Buy	138,524 +2,095	+2%	+$562K	3.1%	8
2025 Q3	$34.7M	Sell	136,429 -830	-0.6%	-$188K	2.99%	8
2025 Q2	$28.2M	Buy	137,259 +32,957	+32%	+$6.66M	2.67%	7
2025 Q1	$23.2M	Buy	104,302 +5,200	+5%	+$1.2M	2.42%	10
2024 Q4	$24.8M	Buy	99,102 +516	+0.5%	+$122K	2.52%	11
2024 Q3	$23M	Buy	98,586 +9,302	+10%	+$2.08M	2.32%	11
2024 Q2	$18.8M	Buy	89,284 +365	+0.4%	+$68.1K	2.04%	13
2024 Q1	$15.2M	Buy	88,919 +2,681	+3%	+$487K	1.63%	13
2023 Q4	$16.6M	Sell	86,238 -469	-0.5%	-$86.6K	1.95%	14
2023 Q3	$14.8M	Sell	86,707 -2,457	-3%	-$451K	1.88%	13
2023 Q2	$17.3M	Buy	89,164 +578	+0.7%	+$101K	2.24%	12
2023 Q1	$14.6M	Buy	88,586 +3,485	+4%	+$514K	2.15%	11
2022 Q4	$11.1M	Buy	85,101 +79,696	+1,474%	+$11.4M	1.74%	11
2022 Q3	$204K	Sell	5,405 -188	-3%	-$29.5K	0.04%	134
2022 Q2	$223K	Sell	5,593 -75	-1%	-$11.4K	0.04%	127
2022 Q1	$376K	Sell	5,668 -85,490	-94%	-$14.4M	0.06%	89
2021 Q4	$15.3M	Buy	91,158 +746	+0.8%	+$118K	2.5%	9
2021 Q3	$12.4M	Sell	90,412 -52,510	-37%	-$7.73M	2.22%	11
2021 Q2	$19.2M	Sell	142,922 -100	-0.1%	-$13K	3.26%	8
2021 Q1	$17.3M	Sell	143,022 -57,463	-29%	-$7.38M	3.18%	8
2020 Q4	$25.6M	Buy	200,485 +7,278	+4%	+$875K	4.61%	6
2020 Q3	$19.6M	Buy	193,207 +119,791	+163%	+$13.1M	3.97%	8
2020 Q2	$6.7M	Sell	73,416 -3,784	-5%	-$293K	1.51%	17
2020 Q1	$4.91M	Buy	77,200 +2,756	+4%	+$203K	1.31%	21
2019 Q4	$5.47M	Sell	74,444 -42,544	-36%	-$2.74M	1.3%	17
2019 Q3	$6.55M	Sell	116,988 -3,416	-3%	-$179K	1.71%	16
2019 Q2	$5.96M	Buy	120,404 +1,576	+1%	+$76.8K	1.59%	18
2019 Q1	$5.64M	Buy	+118,828	New	+$5.04M	1.59%	19