TWM
TriaGen Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Sell |
162,326
-4,806
| -3% | -$986K | 10.09% | 1 |
|
|
2025
Q1 | $37.1M | Sell |
167,132
-7,520
| -4% | -$1.67M | 13.09% | 1 |
|
|
2024
Q4 | $43.7M | Buy |
174,652
+2,961
| +2% | +$741K | 14.74% | 1 |
|
|
2024
Q3 | $40M | Buy |
171,691
+98,984
| +136% | +$23.1M | 13.4% | 1 |
|
|
2024
Q2 | $15.3M | Sell |
72,707
-1,956
| -3% | -$412K | 5.91% | 1 |
|
|
2024
Q1 | $12.8M | Sell |
74,663
-2,068
| -3% | -$355K | 5.31% | 2 |
|
|
2023
Q4 | $14.8M | Buy |
76,731
+5,113
| +7% | +$984K | 7.04% | 1 |
|
|
2023
Q3 | $12.3M | Buy |
71,618
+13
| +0% | +$2.23K | 6.26% | 1 |
|
|
2023
Q2 | $13.9M | Buy |
71,605
+1,773
| +3% | +$344K | 6.35% | 1 |
|
|
2023
Q1 | $11.5M | Sell |
69,832
-56
| -0.1% | -$9.23K | 5.79% | 1 |
|
|
2022
Q4 | $9.08M | Buy |
69,888
+59
| +0.1% | +$7.67K | 5.04% | 2 |
|
|
2022
Q3 | $9.65M | Buy |
69,829
+475
| +0.7% | +$65.6K | 5.33% | 1 |
|
|
2022
Q2 | $9.48M | Sell |
69,354
-105
| -0.2% | -$14.4K | 6.74% | 1 |
|
|
2022
Q1 | $12.1M | Sell |
69,459
-11,973
| -15% | -$2.09M | 6.29% | 1 |
|
|
2021
Q4 | $14.5M | Buy |
81,432
+12
| +0% | +$2.13K | 7.14% | 1 |
|
|
2021
Q3 | $11.5M | Buy |
81,420
+357
| +0.4% | +$50.5K | 6.27% | 1 |
|
|
2021
Q2 | $11.8M | Buy |
81,063
+10,794
| +15% | +$1.57M | 6.09% | 1 |
|
|
2021
Q1 | $8.58M | Buy |
70,269
+505
| +0.7% | +$61.7K | 4.93% | 1 |
|
|
2020
Q4 | $9.26M | Buy |
+69,764
| New | +$9.26M | 5.42% | 1 |
|