TIAM2
Tru Independence Asset Management 2’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
8,442
+32
| +0.4% | +$6.57K | 1.19% | 25 |
|
|
2025
Q1 | $1.87M | Sell |
8,410
-109
| -1% | -$24.2K | 1.4% | 21 |
|
|
2024
Q4 | $2.13M | Hold |
8,519
| – | – | 1.78% | 19 |
|
|
2024
Q3 | $1.98M | Buy |
+8,519
| New | +$1.98M | 1.67% | 18 |
|
|
2023
Q1 | $3.86M | Buy |
+23,409
| New | +$3.86M | 3.88% | 4 |
|
|
2022
Q3 | $3.37M | Buy |
24,349
+4,427
| +22% | +$612K | 3.58% | 7 |
|
|
2022
Q2 | $2.72M | Sell |
19,922
-19,503
| -49% | -$2.67M | 2.24% | 12 |
|
|
2022
Q1 | $6.88M | Sell |
39,425
-12,992
| -25% | -$2.27M | 3.95% | 6 |
|
|
2021
Q4 | $9.31M | Buy |
52,417
+16,083
| +44% | +$2.86M | 4.93% | 3 |
|
|
2021
Q3 | $5.14M | Buy |
36,334
+1,676
| +5% | +$237K | 3.65% | 8 |
|
|
2021
Q2 | $4.75M | Buy |
34,658
+2,346
| +7% | +$321K | 3.24% | 8 |
|
|
2021
Q1 | $3.95M | Sell |
32,312
-254
| -0.8% | -$31K | 3.12% | 8 |
|
|
2020
Q4 | $4.32M | Buy |
+32,566
| New | +$4.32M | 3.64% | 5 |
|