TCPG
Trivant Custom Portfolio Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
63,057
-467
| -0.7% | -$95.8K | 7.11% | 1 |
|
|
2025
Q1 | $14.1M | Sell |
63,524
-5,630
| -8% | -$1.25M | 8.11% | 1 |
|
|
2024
Q4 | $17.3M | Sell |
69,154
-805
| -1% | -$202K | 10.11% | 1 |
|
|
2024
Q3 | $16.3M | Sell |
69,959
-657
| -0.9% | -$153K | 9.4% | 1 |
|
|
2024
Q2 | $14.9M | Sell |
70,616
-283
| -0.4% | -$59.6K | 9.14% | 1 |
|
|
2024
Q1 | $12.2M | Sell |
70,899
-1,674
| -2% | -$287K | 7.74% | 1 |
|
|
2023
Q4 | $14M | Buy |
72,573
+409
| +0.6% | +$78.7K | 9.31% | 1 |
|
|
2023
Q3 | $12.4M | Buy |
72,164
+405
| +0.6% | +$69.3K | 9.08% | 1 |
|
|
2023
Q2 | $13.9M | Sell |
71,759
-309
| -0.4% | -$59.9K | 9.82% | 1 |
|
|
2023
Q1 | $11.9M | Buy |
+72,068
| New | +$11.9M | 8.49% | 1 |
|