Apple shares owned by Trinity Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trinity Wealth Management
from 13F filings
Historical chart of Trinity Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Trinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.64 |
| 2025-06-30 | $2.1M | 11k | 205.17 |
| 2025-03-31 | $2.1M | 9.3k | 222.13 |
| 2024-12-31 | $2.3M | 9.3k | 250.43 |
| 2024-09-30 | $2.2M | 9.3k | 233.01 |
| 2024-06-30 | $1.1M | 5.4k | 210.64 |
| 2024-03-31 | $1.0M | 5.9k | 171.48 |
| 2023-12-31 | $1.2M | 6.1k | 192.52 |
| 2023-09-30 | $1.1M | 6.3k | 171.22 |
| 2023-06-30 | $1.3M | 6.6k | 193.96 |
| 2023-03-31 | $1.1M | 6.9k | 164.90 |
| 2022-12-31 | $889k | 6.8k | 129.93 |
| 2022-09-30 | $805k | 5.8k | 138.17 |
| 2022-06-30 | $823k | 6.0k | 136.69 |
| 2022-03-31 | $1.1M | 6.0k | 174.65 |
| 2021-12-31 | $1.1M | 5.9k | 177.63 |
| 2021-09-30 | $827k | 5.8k | 141.59 |
| 2021-06-30 | $800k | 5.8k | 137.03 |
| 2021-03-31 | $974k | 8.0k | 122.19 |
| 2020-12-31 | $1.0M | 7.9k | 132.72 |
| 2020-06-30 | $584k | 1.6k | 364.54 |
| 2020-03-31 | $400k | 1.6k | 254.29 |
| 2019-12-31 | $428k | 1.5k | 293.55 |