TWA
Talisman Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
15,919
+2,652
| +20% | +$544K | 2.98% | 7 |
|
|
2025
Q1 | $2.95M | Buy |
13,267
+576
| +5% | +$128K | 3.03% | 6 |
|
|
2024
Q4 | $3.18M | Sell |
12,691
-206
| -2% | -$51.6K | 3.37% | 5 |
|
|
2024
Q3 | $2.95M | Buy |
12,897
+7
| +0.1% | +$1.6K | 3.11% | 6 |
|
|
2024
Q2 | $2.71M | Buy |
12,890
+721
| +6% | +$152K | 3.14% | 7 |
|
|
2024
Q1 | $2.09M | Buy |
12,169
+161
| +1% | +$27.6K | 2.62% | 10 |
|
|
2023
Q4 | $2.31M | Buy |
12,008
+1,841
| +18% | +$354K | 3.43% | 6 |
|
|
2023
Q3 | $1.74M | Sell |
10,167
-24
| -0.2% | -$4.11K | 3.01% | 7 |
|
|
2023
Q2 | $1.98M | Sell |
10,191
-4,114
| -29% | -$798K | 3.37% | 5 |
|
|
2023
Q1 | $2.36M | Buy |
14,305
+2,376
| +20% | +$392K | 4.26% | 2 |
|
|
2022
Q4 | $1.55M | Buy |
+11,929
| New | +$1.55M | 3.3% | 4 |
|