TI
Truepoint Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
21,690
-2,991
| -12% | -$614K | 0.11% | 35 |
|
|
2025
Q1 | $5.48M | Buy |
24,681
+6,612
| +37% | +$1.47M | 0.15% | 31 |
|
|
2024
Q4 | $4.52M | Buy |
18,069
+216
| +1% | +$54.1K | 0.12% | 33 |
|
|
2024
Q3 | $4.16M | Buy |
17,853
+2,464
| +16% | +$574K | 0.11% | 34 |
|
|
2024
Q2 | $3.24M | Sell |
15,389
-423
| -3% | -$89.1K | 0.09% | 38 |
|
|
2024
Q1 | $2.71M | Sell |
15,812
-52,974
| -77% | -$9.08M | 0.08% | 39 |
|
|
2023
Q4 | $13.2M | Buy |
68,786
+3,937
| +6% | +$758K | 0.39% | 26 |
|
|
2023
Q3 | $11.1M | Buy |
64,849
+17,471
| +37% | +$2.99M | 0.36% | 26 |
|
|
2023
Q2 | $9.19M | Buy |
47,378
+104
| +0.2% | +$20.2K | 0.3% | 26 |
|
|
2023
Q1 | $7.8M | Sell |
47,274
-7,806
| -14% | -$1.29M | 0.27% | 28 |
|
|
2022
Q4 | $7.16M | Sell |
55,080
-2,045
| -4% | -$266K | 0.26% | 27 |
|
|
2022
Q3 | $7.9M | Sell |
57,125
-1,455
| -2% | -$201K | 0.4% | 24 |
|
|
2022
Q2 | $8.01M | Buy |
58,580
+881
| +2% | +$120K | 0.42% | 23 |
|
|
2022
Q1 | $10.1M | Sell |
57,699
-2,812
| -5% | -$491K | 0.48% | 21 |
|
|
2021
Q4 | $10.7M | Buy |
60,511
+2,303
| +4% | +$409K | 0.5% | 19 |
|
|
2021
Q3 | $8.24M | Buy |
58,208
+10,671
| +22% | +$1.51M | 0.41% | 19 |
|
|
2021
Q2 | $6.51M | Buy |
47,537
+110
| +0.2% | +$15.1K | 0.36% | 20 |
|
|
2021
Q1 | $5.79M | Sell |
47,427
-1,263
| -3% | -$154K | 0.36% | 19 |
|
|
2020
Q4 | $6.46M | Sell |
48,690
-9,828
| -17% | -$1.3M | 0.43% | 19 |
|
|
2020
Q3 | $6.78M | Buy |
58,518
+42,687
| +270% | +$4.94M | 0.52% | 18 |
|
|
2020
Q2 | $5.78M | Sell |
15,831
-3,790
| -19% | -$1.38M | 0.46% | 19 |
|
|
2020
Q1 | $4.99M | Sell |
19,621
-786
| -4% | -$200K | 0.46% | 19 |
|
|
2019
Q4 | $5.99M | Sell |
20,407
-442
| -2% | -$130K | 0.45% | 15 |
|
|
2019
Q3 | $4.67M | Sell |
20,849
-5,090
| -20% | -$1.14M | 0.41% | 15 |
|
|
2019
Q2 | $5.13M | Buy |
25,939
+160
| +0.6% | +$31.7K | 0.41% | 14 |
|
|
2019
Q1 | $4.9M | Sell |
25,779
-936
| -4% | -$178K | 0.42% | 15 |
|
|
2018
Q4 | $4.21M | Sell |
26,715
-1,770
| -6% | -$279K | 0.4% | 17 |
|
|
2018
Q3 | $6.43M | Sell |
28,485
-387
| -1% | -$87.4K | 0.56% | 10 |
|
|
2018
Q2 | $5.34M | Buy |
28,872
+24,010
| +494% | +$4.44M | 0.48% | 10 |
|
|
2018
Q1 | $29K | Sell |
4,862
-22,806
| -82% | -$136K | 0.23% | 21 |
|
|
2017
Q4 | $4.68M | Sell |
27,668
-1,120
| -4% | -$190K | 0.44% | 12 |
|
|
2017
Q3 | $4.44M | Buy |
28,788
+455
| +2% | +$70.1K | 0.44% | 12 |
|
|
2017
Q2 | $4.45M | Buy |
28,333
+54
| +0.2% | +$8.49K | 0.45% | 11 |
|
|
2017
Q1 | $4.06M | Buy |
28,279
+497
| +2% | +$71.4K | 0.44% | 13 |
|
|
2016
Q4 | $3.67M | Sell |
27,782
-7,458
| -21% | -$985K | 0.41% | 13 |
|
|
2016
Q3 | $3.98M | Sell |
35,240
-2,320
| -6% | -$262K | 0.48% | 11 |
|
|
2016
Q2 | $3.59M | Sell |
37,560
-369
| -1% | -$35.3K | 0.46% | 13 |
|
|
2016
Q1 | $4.13M | Buy |
37,929
+873
| +2% | +$95.2K | 0.55% | 12 |
|
|
2015
Q4 | $3.9M | Buy |
37,056
+8,712
| +31% | +$917K | 0.54% | 11 |
|
|
2015
Q3 | $3.13M | Sell |
28,344
-10,307
| -27% | -$1.14M | 0.47% | 14 |
|
|
2015
Q2 | $4.85M | Buy |
38,651
+6,878
| +22% | +$863K | 0.73% | 8 |
|
|
2015
Q1 | $3.95M | Sell |
31,773
-6,843
| -18% | -$851K | 0.62% | 10 |
|
|
2014
Q4 | $4.26M | Buy |
38,616
+5,571
| +17% | +$615K | 0.68% | 9 |
|
|
2014
Q3 | $3.33M | Buy |
+33,045
| New | +$3.33M | 0.56% | 9 |
|