TWM
Triton Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
+38,869
| New | +$8.31M | 3.54% | 7 |
|
|
2024
Q4 | $8.51M | Buy |
38,055
+10,916
| +40% | +$2.44M | 4.38% | 5 |
|
|
2024
Q3 | $6.13M | Buy |
27,139
+523
| +2% | +$118K | 3.49% | 5 |
|
|
2024
Q2 | $5.99M | Buy |
26,616
+387
| +1% | +$87.1K | 3.5% | 6 |
|
|
2024
Q1 | $4.41M | Sell |
26,229
-15
| -0.1% | -$2.52K | 3.06% | 7 |
|
|
2023
Q4 | $4.79M | Buy |
26,244
+424
| +2% | +$77.3K | 3.14% | 5 |
|
|
2023
Q3 | $4.54M | Sell |
25,820
-1,261
| -5% | -$222K | 3.05% | 6 |
|
|
2023
Q2 | $5.22M | Buy |
27,081
+105
| +0.4% | +$20.2K | 2.93% | 6 |
|
|
2023
Q1 | $4.93M | Buy |
26,976
+5,832
| +28% | +$1.07M | 3.02% | 6 |
|
|
2022
Q4 | $2.89M | Buy |
21,144
+269
| +1% | +$36.8K | 1.76% | 10 |
|
|
2022
Q3 | $3.05M | Buy |
20,875
+125
| +0.6% | +$18.2K | 1.81% | 8 |
|
|
2022
Q2 | $3.34M | Sell |
20,750
-52,879
| -72% | -$8.5M | 2.35% | 8 |
|
|
2022
Q1 | $12.9M | Hold |
73,629
| – | – | 6.69% | 4 |
|
|
2021
Q4 | $12.9M | Sell |
73,629
-2,258
| -3% | -$396K | 6.69% | 4 |
|
|
2021
Q3 | $11.1M | Buy |
75,887
+1,110
| +1% | +$162K | 5.29% | 5 |
|
|
2021
Q2 | $11.1M | Buy |
74,777
+2,486
| +3% | +$370K | 6.37% | 4 |
|
|
2021
Q1 | $9.1M | Buy |
72,291
+375
| +0.5% | +$47.2K | 6.18% | 3 |
|
|
2020
Q4 | $9.42M | Buy |
71,916
+458
| +0.6% | +$60K | 6% | 5 |
|
|
2020
Q3 | $8.27M | Buy |
71,458
+63,637
| +814% | +$7.37M | 6.94% | 4 |
|
|
2020
Q2 | $2.96M | Buy |
7,821
+2,062
| +36% | +$780K | 3.06% | 5 |
|
|
2020
Q1 | $1.72M | Buy |
+5,759
| New | +$1.72M | 2.78% | 7 |
|