Trinity Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.63M | Sell |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $805K | Sell |
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|
2022
Q2 | $823K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $827K | Buy |
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|
2021
Q2 | $800K | Sell |
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|
2021
Q1 | $974K | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q2 | $584K | Buy |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $428K | Buy |
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