TruNorth Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.1M Buy
16,139
+612
+4% +$159K 0.79% 22
2025
Q4
$4.22M Buy
15,527
+3,492
+29% +$937K 0.8% 20
2025
Q3
$3.06M Sell
12,035
-1,683
-12% -$380K 0.61% 22
2025
Q2
$2.81M Sell
13,718
-898
-6% -$181K 0.63% 22
2025
Q1
$3.25M Buy
14,616
+165
+1% +$38.2K 0.81% 20
2024
Q4
$3.62M Buy
14,451
+4,621
+47% +$1.09M 0.99% 18
2024
Q3
$2.29M Sell
9,830
-244
-2% -$54.5K 0.68% 21
2024
Q2
$2.12M Buy
10,074
+70
+0.7% +$13.1K 0.69% 22
2024
Q1
$1.72M Buy
+10,004
New +$1.82M 0.59% 21

Other funds holding AAPL