TrinityPoint Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $37.8M | Sell |
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|
2024
Q3 | $36M | Sell |
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|
2024
Q2 | $32.9M | Sell |
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|
2024
Q1 | $26.8M | Sell |
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|
2023
Q4 | $33M | Sell |
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|
2023
Q3 | $29.8M | Sell |
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|
2023
Q2 | $34.1M | Sell |
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|
2023
Q1 | $29M | Sell |
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|
2022
Q4 | $22.9M | Sell |
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|
2022
Q3 | $25.7M | Sell |
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|
2022
Q2 | $25.4M | Sell |
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|
2022
Q1 | $33M | Sell |
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|
2021
Q4 | $33.8M | Buy |
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|
2021
Q3 | $26.2M | Buy |
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|
2021
Q2 | $24.7M | Buy |
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|
2021
Q1 | $21.6M | Sell |
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|
2020
Q4 | $25.8M | Sell |
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|
2020
Q3 | $21.9M | Sell |
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|
2020
Q2 | $19.8M | Sell |
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|
2020
Q1 | $13.8M | Sell |
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|
2019
Q4 | $17.2M | Sell |
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|
2019
Q3 | $15.9M | Buy |
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|
2019
Q2 | $11.7M | Sell |
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|
2019
Q1 | $10.8M | Buy |
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|
2018
Q4 | $8.02M | Buy |
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