Tanglewood Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $679K | Hold |
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|
2024
Q4 | $765K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $301K | Buy |
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