TLFA
True Link Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
3,092
-184
| -6% | -$37.8K | 0.04% | 44 |
|
|
2025
Q1 | $728K | Buy |
3,276
+624
| +24% | +$139K | 0.05% | 40 |
|
|
2024
Q4 | $664K | Buy |
2,652
+19
| +0.7% | +$4.76K | 0.06% | 31 |
|
|
2024
Q3 | $613K | Sell |
2,633
-191
| -7% | -$44.5K | 0.05% | 33 |
|
|
2024
Q2 | $595K | Sell |
2,824
-1,250
| -31% | -$263K | 0.06% | 36 |
|
|
2024
Q1 | $699K | Buy |
4,074
+269
| +7% | +$46.1K | 0.07% | 33 |
|
|
2023
Q4 | $733K | Sell |
3,805
-1,691
| -31% | -$326K | 0.08% | 34 |
|
|
2023
Q3 | $941K | Buy |
5,496
+416
| +8% | +$71.2K | 0.11% | 52 |
|
|
2023
Q2 | $985K | Buy |
5,080
+2,670
| +111% | +$518K | 0.12% | 51 |
|
|
2023
Q1 | $397K | Sell |
2,410
-118
| -5% | -$19.5K | 0.05% | 86 |
|
|
2022
Q4 | $328K | Sell |
2,528
-109
| -4% | -$14.2K | 0.04% | 97 |
|
|
2022
Q3 | $364K | Buy |
+2,637
| New | +$364K | 0.05% | 96 |
|
|
2022
Q2 | – | Sell |
-1,444
| Closed | -$252K | – | 123 |
|
|
2022
Q1 | $252K | Buy |
1,444
+224
| +18% | +$39.1K | 0.04% | 114 |
|
|
2021
Q4 | $217K | Hold |
1,220
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $173K | Sell |
1,220
-77
| -6% | -$10.9K | 0.02% | 252 |
|
|
2021
Q2 | $178K | Sell |
1,297
-280
| -18% | -$38.4K | 0.03% | 214 |
|
|
2021
Q1 | $193K | Sell |
1,577
-800
| -34% | -$97.9K | 0.03% | 253 |
|
|
2020
Q4 | $315K | Buy |
+2,377
| New | +$315K | 0.05% | 156 |
|