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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