TA
TruWealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Buy |
197,426
+8,144
| +4% | +$1.67M | 2.23% | 11 |
|
|
2025
Q1 | $42M | Buy |
189,282
+5,120
| +3% | +$1.14M | 2.54% | 10 |
|
|
2024
Q4 | $46.1M | Buy |
184,162
+2,610
| +1% | +$654K | 2.78% | 10 |
|
|
2024
Q3 | $42.3M | Buy |
181,552
+1,441
| +0.8% | +$336K | 2.59% | 8 |
|
|
2024
Q2 | $37.9M | Buy |
180,111
+2,697
| +2% | +$568K | 2.52% | 9 |
|
|
2024
Q1 | $30.4M | Buy |
177,414
+4,676
| +3% | +$802K | 2.12% | 15 |
|
|
2023
Q4 | $33.3M | Buy |
172,738
+1,789
| +1% | +$344K | 2.54% | 10 |
|
|
2023
Q3 | $29.3M | Buy |
170,949
+4,278
| +3% | +$732K | 2.52% | 8 |
|
|
2023
Q2 | $32.3M | Sell |
166,671
-18,134
| -10% | -$3.52M | 2.78% | 9 |
|
|
2023
Q1 | $30.5M | Buy |
184,805
+1,423
| +0.8% | +$235K | 2.79% | 7 |
|
|
2022
Q4 | $23.8M | Buy |
183,382
+2,947
| +2% | +$383K | 2.33% | 9 |
|
|
2022
Q3 | $24.9M | Buy |
180,435
+4,500
| +3% | +$622K | 2.64% | 7 |
|
|
2022
Q2 | $24.1M | Buy |
175,935
+13,356
| +8% | +$1.83M | 2.58% | 7 |
|
|
2022
Q1 | $28.4M | Buy |
162,579
+7,061
| +5% | +$1.23M | 2.95% | 8 |
|
|
2021
Q4 | $27.6M | Buy |
155,518
+3,696
| +2% | +$656K | 2.8% | 7 |
|
|
2021
Q3 | $21.5M | Buy |
151,822
+2,572
| +2% | +$364K | 2.4% | 9 |
|
|
2021
Q2 | $20.4M | Buy |
149,250
+5,243
| +4% | +$718K | 2.4% | 9 |
|
|
2021
Q1 | $17.6M | Buy |
144,007
+4,928
| +4% | +$602K | 2.39% | 9 |
|
|
2020
Q4 | $18.5M | Buy |
+139,079
| New | +$18.5M | 2.75% | 8 |
|