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
2025
Q2
$2.15M Buy
2025
Q1
$2.07M Buy
2024
Q4
$2.32M Sell
2024
Q3
$2.18M Buy
2024
Q2
$1.14M Sell
2024
Q1
$1.01M Sell
2023
Q4
$1.17M Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.28M Sell
2023
Q1
$1.14M Buy
2022
Q4
$889K Buy
2022
Q3
$805K Sell
2022
Q2
$823K Buy
2022
Q1
$1.05M Buy
2021
Q4
$1.06M Buy
2021
Q3
$827K Buy
2021
Q2
$800K Sell
2021
Q1
$974K Buy
2020
Q4
$1.05M Buy
2020
Q2
$584K Buy
2020
Q1
$400K Buy
2019
Q4
$428K Buy