TLA
Tanglewood Legacy Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
15,616
-1,415
| -8% | -$290K | 1.31% | 11 |
|
|
2025
Q1 | $3.78M | Buy |
17,031
+411
| +2% | +$91.3K | 1.66% | 10 |
|
|
2024
Q4 | $4.16M | Buy |
16,620
+2,357
| +17% | +$590K | 1.78% | 11 |
|
|
2024
Q3 | $3.32M | Buy |
14,263
+5
| +0% | +$1.17K | 1.48% | 12 |
|
|
2024
Q2 | $3M | Buy |
14,258
+5
| +0% | +$1.05K | 1.42% | 13 |
|
|
2024
Q1 | $2.44M | Buy |
14,253
+1,249
| +10% | +$214K | 1.2% | 14 |
|
|
2023
Q4 | $2.5M | Buy |
13,004
+5
| +0% | +$963 | 1.37% | 14 |
|
|
2023
Q3 | $2.23M | Buy |
12,999
+5
| +0% | +$856 | 1.33% | 15 |
|
|
2023
Q2 | $2.52M | Buy |
12,994
+5
| +0% | +$970 | 1.46% | 13 |
|
|
2023
Q1 | $2.14M | Buy |
12,989
+6
| +0% | +$989 | 1.37% | 14 |
|
|
2022
Q4 | $1.69M | Buy |
+12,983
| New | +$1.69M | 1.2% | 15 |
|