TWA
Tandem Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
6,196
+516
| +9% | +$106K | 0.63% | 17 |
|
|
2025
Q1 | $1.26M | Buy |
5,680
+919
| +19% | +$204K | 0.66% | 17 |
|
|
2024
Q4 | $1.19M | Buy |
4,761
+172
| +4% | +$43.1K | 0.61% | 19 |
|
|
2024
Q3 | $1.07M | Buy |
4,589
+6
| +0.1% | +$1.4K | 0.54% | 17 |
|
|
2024
Q2 | $965K | Hold |
4,583
| – | – | 0.52% | 17 |
|
|
2024
Q1 | $786K | Buy |
4,583
+31
| +0.7% | +$5.32K | 0.43% | 17 |
|
|
2023
Q4 | $876K | Sell |
4,552
-18
| -0.4% | -$3.47K | 0.51% | 17 |
|
|
2023
Q3 | $782K | Sell |
4,570
-145
| -3% | -$24.8K | 0.48% | 16 |
|
|
2023
Q2 | $915K | Sell |
4,715
-208
| -4% | -$40.3K | 0.55% | 16 |
|
|
2023
Q1 | $812K | Sell |
4,923
-1,440
| -23% | -$237K | 0.51% | 16 |
|
|
2022
Q4 | $827K | Buy |
+6,363
| New | +$827K | 0.53% | 20 |
|