TWM
Trinity Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
10,467
+1,161
| +12% | +$238K | 0.85% | 23 |
|
|
2025
Q1 | $2.07M | Buy |
9,306
+51
| +0.6% | +$11.3K | 0.94% | 18 |
|
|
2024
Q4 | $2.32M | Sell |
9,255
-94
| -1% | -$23.5K | 1.05% | 17 |
|
|
2024
Q3 | $2.18M | Buy |
9,349
+3,952
| +73% | +$921K | 1% | 17 |
|
|
2024
Q2 | $1.14M | Sell |
5,397
-497
| -8% | -$105K | 0.57% | 26 |
|
|
2024
Q1 | $1.01M | Sell |
5,894
-160
| -3% | -$27.4K | 0.52% | 25 |
|
|
2023
Q4 | $1.17M | Sell |
6,054
-264
| -4% | -$50.8K | 0.7% | 22 |
|
|
2023
Q3 | $1.08M | Sell |
6,318
-262
| -4% | -$44.9K | 0.67% | 24 |
|
|
2023
Q2 | $1.28M | Sell |
6,580
-336
| -5% | -$65.2K | 0.78% | 24 |
|
|
2023
Q1 | $1.14M | Buy |
6,916
+74
| +1% | +$12.2K | 0.75% | 23 |
|
|
2022
Q4 | $889K | Buy |
6,842
+1,016
| +17% | +$132K | 0.63% | 26 |
|
|
2022
Q3 | $805K | Sell |
5,826
-195
| -3% | -$26.9K | 0.64% | 27 |
|
|
2022
Q2 | $823K | Buy |
6,021
+9
| +0.1% | +$1.23K | 0.64% | 25 |
|
|
2022
Q1 | $1.05M | Buy |
6,012
+67
| +1% | +$11.7K | 0.74% | 24 |
|
|
2021
Q4 | $1.06M | Buy |
5,945
+104
| +2% | +$18.5K | 0.73% | 22 |
|
|
2021
Q3 | $827K | Buy |
5,841
+3
| +0.1% | +$425 | 0.63% | 22 |
|
|
2021
Q2 | $800K | Sell |
5,838
-2,133
| -27% | -$292K | 0.63% | 20 |
|
|
2021
Q1 | $974K | Buy |
7,971
+67
| +0.8% | +$8.19K | 0.85% | 13 |
|
|
2020
Q4 | $1.05M | Buy |
+7,904
| New | +$1.05M | 0.95% | 13 |
|
|
2020
Q2 | $584K | Buy |
1,602
+29
| +2% | +$10.6K | 0.81% | 13 |
|
|
2020
Q1 | $400K | Buy |
1,573
+115
| +8% | +$29.2K | 0.52% | 20 |
|
|
2019
Q4 | $428K | Buy |
+1,458
| New | +$428K | 0.43% | 20 |
|