TWM
Tanager Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
72,231
-1,579
| -2% | -$324K | 1.75% | 16 |
|
|
2025
Q1 | $16.4M | Sell |
73,810
-3,601
| -5% | -$800K | 2.13% | 16 |
|
|
2024
Q4 | $19.4M | Sell |
77,411
-13,231
| -15% | -$3.31M | 2.52% | 13 |
|
|
2024
Q3 | $21.1M | Buy |
90,642
+266
| +0.3% | +$62K | 2.84% | 12 |
|
|
2024
Q2 | $19M | Buy |
90,376
+1,162
| +1% | +$245K | 2.83% | 13 |
|
|
2024
Q1 | $15.3M | Buy |
89,214
+2,560
| +3% | +$439K | 2.47% | 13 |
|
|
2023
Q4 | $16.7M | Sell |
86,654
-9,555
| -10% | -$1.84M | 3.03% | 10 |
|
|
2023
Q3 | $16.5M | Buy |
96,209
+10,352
| +12% | +$1.77M | 3.42% | 7 |
|
|
2023
Q2 | $16.7M | Buy |
85,857
+12,632
| +17% | +$2.45M | 3.6% | 7 |
|
|
2023
Q1 | $12.1M | Sell |
73,225
-6,747
| -8% | -$1.11M | 2.86% | 10 |
|
|
2022
Q4 | $10.4M | Buy |
79,972
+10,075
| +14% | +$1.31M | 2.8% | 12 |
|
|
2022
Q3 | $9.66M | Buy |
69,897
+16,374
| +31% | +$2.26M | 7.65% | 4 |
|
|
2022
Q2 | $7.32M | Sell |
53,523
-6,807
| -11% | -$931K | 6.04% | 5 |
|
|
2022
Q1 | $10.5M | Buy |
60,330
+187
| +0.3% | +$32.7K | 7.94% | 5 |
|
|
2021
Q4 | $10.7M | Buy |
+60,143
| New | +$10.7M | 8.06% | 4 |
|