TCM
Triumph Capital Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.32M | Buy |
21,054
+4,640
| +28% | +$952K | 1.3% | 18 |
|
2025
Q1 | $3.65M | Buy |
16,414
+1,300
| +9% | +$289K | 1.21% | 14 |
|
2024
Q4 | $3.78M | Sell |
15,114
-695
| -4% | -$174K | 1.3% | 17 |
|
2024
Q3 | $3.68M | Buy |
15,809
+204
| +1% | +$47.5K | 1.31% | 18 |
|
2024
Q2 | $3.29M | Buy |
15,605
+1,855
| +13% | +$391K | 1.28% | 18 |
|
2024
Q1 | $2.34M | Buy |
13,750
+6,195
| +82% | +$1.05M | 0.95% | 24 |
|
2023
Q4 | $1.45M | Sell |
7,555
-4,100
| -35% | -$789K | 0.62% | 36 |
|
2023
Q3 | $2M | Buy |
11,655
+4,133
| +55% | +$708K | 0.91% | 22 |
|
2023
Q2 | $1.46M | Sell |
7,522
-3,082
| -29% | -$598K | 0.66% | 32 |
|
2023
Q1 | $1.75M | Sell |
10,604
-1,406
| -12% | -$232K | 0.89% | 22 |
|
2022
Q4 | $1.56M | Buy |
12,010
+1,723
| +17% | +$224K | 0.84% | 23 |
|
2022
Q3 | $1.42M | Sell |
10,287
-4,428
| -30% | -$612K | 0.77% | 31 |
|
2022
Q2 | $2.01M | Buy |
14,715
+8,134
| +124% | +$1.11M | 1.06% | 21 |
|
2022
Q1 | $1.15M | Sell |
6,581
-1,983
| -23% | -$346K | 0.5% | 45 |
|
2021
Q4 | $1.52M | Buy |
8,564
+1,257
| +17% | +$223K | 0.66% | 33 |
|
2021
Q3 | $1.03M | Buy |
7,307
+545
| +8% | +$77.1K | 0.48% | 50 |
|
2021
Q2 | $1.01M | Buy |
+6,762
| New | +$1.01M | 0.59% | 42 |
|