Triad Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Buy |
30,302
+5,202
| +21% | +$1.07M | 1.26% | 22 |
|
|
2025
Q1 | $5.58M | Buy |
25,100
+1,564
| +7% | +$347K | 1.73% | 15 |
|
|
2024
Q4 | $5.89M | Buy |
23,536
+4,740
| +25% | +$1.19M | 2.13% | 12 |
|
|
2024
Q3 | $4.38M | Buy |
18,796
+6,852
| +57% | +$1.6M | 2.33% | 16 |
|
|
2024
Q2 | $2.52M | Buy |
11,944
+3,908
| +49% | +$823K | 1.32% | 17 |
|
|
2024
Q1 | $1.38M | Buy |
+8,036
| New | +$1.38M | 1.06% | 17 |
|