TW
TritonPoint Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.6M | Sell |
383,207
-11,210
| -3% | -$2.3M | 7.28% | 1 |
|
|
2025
Q1 | $87.6M | Sell |
394,417
-3,033
| -0.8% | -$674K | 8.34% | 1 |
|
|
2024
Q4 | $99.5M | Sell |
397,450
-3,775
| -0.9% | -$945K | 9.01% | 1 |
|
|
2024
Q3 | $91.4M | Sell |
401,225
-6,763
| -2% | -$1.54M | 8.35% | 1 |
|
|
2024
Q2 | $85.9M | Buy |
407,988
+2,414
| +0.6% | +$508K | 8.27% | 1 |
|
|
2024
Q1 | $78.5M | Sell |
405,574
-26,716
| -6% | -$5.17M | 8.21% | 1 |
|
|
2023
Q4 | $83.2M | Buy |
+432,290
| New | +$83.2M | 8.12% | 1 |
|