MTWM
Masso Torrence Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
59,976
+787
| +1% | +$161K | 5.69% | 3 |
|
|
2025
Q1 | $13.1M | Sell |
59,189
-992
| -2% | -$220K | 7.02% | 2 |
|
|
2024
Q4 | $15.1M | Sell |
60,181
-1,797
| -3% | -$450K | 7.92% | 2 |
|
|
2024
Q3 | $14.4M | Sell |
61,978
-1,594
| -3% | -$371K | 7.79% | 2 |
|
|
2024
Q2 | $13.4M | Sell |
63,572
-2,775
| -4% | -$584K | 7.43% | 2 |
|
|
2024
Q1 | $11.4M | Sell |
66,347
-4,848
| -7% | -$831K | 6.75% | 3 |
|
|
2023
Q4 | $13.7M | Sell |
71,195
-1,381
| -2% | -$266K | 9.36% | 1 |
|
|
2023
Q3 | $12.4M | Sell |
72,576
-812
| -1% | -$139K | 9.55% | 1 |
|
|
2023
Q2 | $14.2M | Sell |
73,388
-1,070
| -1% | -$208K | 10.27% | 1 |
|
|
2023
Q1 | $12.3M | Sell |
74,458
-1,611
| -2% | -$266K | 9.72% | 1 |
|
|
2022
Q4 | $9.88M | Sell |
76,069
-3,045
| -4% | -$396K | 7.88% | 1 |
|
|
2022
Q3 | $10.9M | Buy |
79,114
+688
| +0.9% | +$95.1K | 9.66% | 1 |
|
|
2022
Q2 | $10.7M | Sell |
78,426
-777
| -1% | -$106K | 9.43% | 1 |
|
|
2022
Q1 | $13.8M | Sell |
79,203
-339
| -0.4% | -$59.2K | 11.07% | 1 |
|
|
2021
Q4 | $14.1M | Buy |
+79,542
| New | +$14.1M | 9.88% | 1 |
|