Ownership history in TrinityPoint Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 151,096 | -3,559 | -2.3% | 5.32% | $37.8M | $249.06 |
| 2024 Q3 | REDUCED | 154,655 | -1,336 | -0.9% | 5.18% | $36.0M | $231.48 |
| 2024 Q2 | REDUCED | 155,991 | -48 | -0.0% | 5.14% | $32.9M | $209.00 |
| 2024 Q1 | REDUCED | 156,039 | -15,459 | -9.0% | 4.43% | $26.8M | $169.93 |
| 2023 Q4 | REDUCED | 171,498 | -2,384 | -1.4% | 5.98% | $33.0M | $190.55 |
| 2023 Q3 | REDUCED | 173,882 | -1,823 | -1.0% | 5.93% | $29.8M | $169.23 |
| 2023 Q2 | REDUCED | 175,705 | -205 | -0.1% | 6.65% | $34.1M | $191.46 |
| 2023 Q1 | REDUCED | 175,910 | -596 | -0.3% | 6.21% | $29.0M | $162.55 |
| 2022 Q4 | REDUCED | 176,506 | -9,554 | -5.1% | 5.22% | $22.9M | $127.88 |
| 2022 Q3 | REDUCED | 186,060 | -8 | -0.0% | 5.88% | $25.7M | $135.79 |
As of 2025 Q4 — sorted by position size