TCA
Trifecta Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
127,884
+14,438
| +13% | +$2.96M | 4.37% | 5 |
|
|
2025
Q1 | $25.2M | Buy |
113,446
+2,130
| +2% | +$473K | 5.28% | 2 |
|
|
2024
Q4 | $27.9M | Sell |
111,316
-1,710
| -2% | -$428K | 5.51% | 2 |
|
|
2024
Q3 | $26.3M | Sell |
113,026
-3
| -0% | -$699 | 5.51% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
113,029
+1,305
| +1% | +$275K | 5.27% | 4 |
|
|
2024
Q1 | $19.2M | Sell |
111,724
-7,852
| -7% | -$1.35M | 4.66% | 3 |
|
|
2023
Q4 | $23M | Sell |
119,576
-2,793
| -2% | -$538K | 6.37% | 2 |
|
|
2023
Q3 | $21M | Buy |
122,369
+485
| +0.4% | +$83K | 6.73% | 2 |
|
|
2023
Q2 | $23.6M | Sell |
121,884
-1,843
| -1% | -$357K | 7.61% | 2 |
|
|
2023
Q1 | $20.4M | Buy |
123,727
+2,613
| +2% | +$431K | 7.19% | 2 |
|
|
2022
Q4 | $15.7M | Buy |
+121,114
| New | +$15.7M | 6.27% | 2 |
|