TI
tru Independence’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Buy |
38,021
+3,039
| +9% | +$624K | 2.26% | 9 |
|
|
2025
Q1 | $7.77M | Buy |
34,982
+199
| +0.6% | +$44.2K | 2.41% | 7 |
|
|
2024
Q4 | $8.71M | Sell |
34,783
-1,498
| -4% | -$375K | 2.74% | 5 |
|
|
2024
Q3 | $8.45M | Buy |
36,281
+1,007
| +3% | +$235K | 2.47% | 6 |
|
|
2024
Q2 | $7.43M | Buy |
35,274
+213
| +0.6% | +$44.9K | 2.24% | 9 |
|
|
2024
Q1 | $6.01M | Sell |
35,061
-343
| -1% | -$58.8K | 1.77% | 19 |
|
|
2023
Q4 | $6.82M | Sell |
35,404
-5,872
| -14% | -$1.13M | 2.07% | 7 |
|
|
2023
Q3 | $7.07M | Sell |
41,276
-728
| -2% | -$125K | 2.45% | 3 |
|
|
2023
Q2 | $8.15M | Buy |
42,004
+63
| +0.2% | +$12.2K | 2.68% | 3 |
|
|
2023
Q1 | $6.92M | Sell |
41,941
-149
| -0.4% | -$24.6K | 2.23% | 5 |
|
|
2022
Q4 | $5.47M | Sell |
42,090
-902
| -2% | -$117K | 1.77% | 24 |
|
|
2022
Q3 | $5.94M | Sell |
42,992
-471
| -1% | -$65.1K | 2.1% | 7 |
|
|
2022
Q2 | $5.94M | Buy |
43,463
+12,858
| +42% | +$1.76M | 1.91% | 12 |
|
|
2022
Q1 | $5.34M | Buy |
30,605
+333
| +1% | +$58.1K | 1.45% | 31 |
|
|
2021
Q4 | $5.38M | Sell |
30,272
-1,910
| -6% | -$339K | 1.47% | 33 |
|
|
2021
Q3 | $4.55M | Buy |
32,182
+2,269
| +8% | +$321K | 1.27% | 41 |
|
|
2021
Q2 | $4.1M | Sell |
29,913
-16,497
| -36% | -$2.26M | 1.21% | 46 |
|
|
2021
Q1 | $5.67M | Sell |
46,410
-981
| -2% | -$120K | 1.07% | 31 |
|
|
2020
Q4 | $19.5K | Buy |
47,391
+21,900
| +86% | +$9.03K | 0.04% | 191 |
|
|
2020
Q3 | $2.95M | Buy |
25,491
+984
| +4% | +$114K | 0.84% | 50 |
|
|
2020
Q2 | $8.94K | Sell |
24,507
-5,777
| -19% | -$2.11K | 1.29% | 8 |
|
|
2020
Q1 | $7.7K | Sell |
30,284
-16,675
| -36% | -$4.24K | 1.26% | 12 |
|
|
2019
Q4 | $12.6M | Buy |
+46,959
| New | +$12.6M | 1.81% | 4 |
|