TCM
TruNorth Capital Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.81M | Sell |
13,718
-898
| -6% | -$184K | 0.63% | 22 |
|
2025
Q1 | $3.25M | Buy |
14,616
+165
| +1% | +$36.7K | 0.81% | 20 |
|
2024
Q4 | $3.62M | Buy |
14,451
+4,621
| +47% | +$1.16M | 0.99% | 18 |
|
2024
Q3 | $2.29M | Sell |
9,830
-244
| -2% | -$56.9K | 0.68% | 21 |
|
2024
Q2 | $2.12M | Buy |
10,074
+70
| +0.7% | +$14.7K | 0.69% | 22 |
|
2024
Q1 | $1.72M | Buy |
+10,004
| New | +$1.72M | 0.59% | 21 |
|