JTWM
Jackson Thornton Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
20,545
-486
| -2% | -$102K | 0.49% | 22 |
|
|
2025
Q1 | $4.14M | Sell |
21,031
-1,022
| -5% | -$201K | 0.55% | 22 |
|
|
2024
Q4 | $5.52M | Buy |
22,053
+5,158
| +31% | +$1.29M | 0.7% | 20 |
|
|
2024
Q3 | $3.94M | Buy |
16,895
+145
| +0.9% | +$33.8K | 0.52% | 20 |
|
|
2024
Q2 | $3.53M | Sell |
16,750
-28
| -0.2% | -$5.9K | 0.54% | 19 |
|
|
2024
Q1 | $2.88M | Sell |
16,778
-493
| -3% | -$84.5K | 0.49% | 17 |
|
|
2023
Q4 | $3.33M | Buy |
17,271
+181
| +1% | +$34.8K | 0.61% | 16 |
|
|
2023
Q3 | $2.93M | Sell |
17,090
-492
| -3% | -$84.2K | 0.61% | 14 |
|
|
2023
Q2 | $3.41M | Buy |
17,582
+2,360
| +16% | +$458K | 0.69% | 13 |
|
|
2023
Q1 | $2.51M | Buy |
15,222
+519
| +4% | +$85.6K | 0.57% | 14 |
|
|
2022
Q4 | $1.91M | Sell |
14,703
-836
| -5% | -$109K | 0.46% | 12 |
|
|
2022
Q3 | $2.15M | Buy |
15,539
+5,717
| +58% | +$790K | 0.58% | 9 |
|
|
2022
Q2 | $1.34M | Sell |
9,822
-6,793
| -41% | -$929K | 0.38% | 10 |
|
|
2022
Q1 | $2.9M | Buy |
16,615
+7,795
| +88% | +$1.36M | 0.75% | 7 |
|
|
2021
Q4 | $1.57M | Buy |
+8,820
| New | +$1.57M | 0.45% | 7 |
|