TWM
Tanglewood Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
2,731
-325
| -11% | -$66.7K | 0.06% | 31 |
|
|
2025
Q1 | $679K | Hold |
3,056
| – | – | 0.08% | 27 |
|
|
2024
Q4 | $765K | Buy |
3,056
+663
| +28% | +$166K | 0.09% | 24 |
|
|
2024
Q3 | $558K | Sell |
2,393
-2,509
| -51% | -$585K | 0.06% | 26 |
|
|
2024
Q2 | $1.03M | Buy |
4,902
+2,510
| +105% | +$529K | 0.13% | 20 |
|
|
2024
Q1 | $410K | Hold |
2,392
| – | – | 0.05% | 26 |
|
|
2023
Q4 | $460K | Buy |
+2,392
| New | +$460K | 0.06% | 24 |
|
|
2023
Q3 | – | Sell |
-1,699
| Closed | -$330K | – | 24 |
|
|
2023
Q2 | $330K | Buy |
1,699
+1
| +0.1% | +$194 | 0.05% | 25 |
|
|
2023
Q1 | $280K | Hold |
1,698
| – | – | 0.04% | 31 |
|
|
2022
Q4 | $221K | Buy |
1,698
+1
| +0.1% | +$130 | 0.03% | 32 |
|
|
2022
Q3 | $235K | Hold |
1,697
| – | – | 0.04% | 29 |
|
|
2022
Q2 | $232K | Buy |
1,697
+1
| +0.1% | +$137 | 0.03% | 29 |
|
|
2022
Q1 | $296K | Hold |
1,696
| – | – | 0.04% | 28 |
|
|
2021
Q4 | $301K | Buy |
+1,696
| New | +$301K | 0.05% | 23 |
|