Triad Financial Advisors’s Apple AAPL Stock Holding History

Triad Financial Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.92M	Buy
2023 Q2	$9.85M	Sell
2023 Q1	$8.48M	Sell
2022 Q4	$6.94M	Buy
2022 Q3	$7.34M	Buy
2022 Q2	$7.22M	Sell
2022 Q1	$9.27M	Sell
2021 Q4	$11.2M	Buy