TMWM
Taylor & Morgan Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
27,402
-344
| -1% | -$70.6K | 3.79% | 6 |
|
|
2025
Q1 | $6.16M | Sell |
27,746
-478
| -2% | -$106K | 4.65% | 5 |
|
|
2024
Q4 | $7.07M | Sell |
28,224
-2,368
| -8% | -$593K | 4.97% | 5 |
|
|
2024
Q3 | $7.13M | Sell |
30,592
-907
| -3% | -$211K | 4.78% | 5 |
|
|
2024
Q2 | $6.63M | Sell |
31,499
-185
| -0.6% | -$39K | 4.69% | 5 |
|
|
2024
Q1 | $5.43M | Sell |
31,684
-1,138
| -3% | -$195K | 3.99% | 8 |
|
|
2023
Q4 | $6.32M | Buy |
32,822
+63
| +0.2% | +$12.1K | 5.03% | 6 |
|
|
2023
Q3 | $5.61M | Buy |
32,759
+678
| +2% | +$116K | 5.05% | 7 |
|
|
2023
Q2 | $6.22M | Sell |
32,081
-769
| -2% | -$149K | 5.11% | 6 |
|
|
2023
Q1 | $5.42M | Buy |
32,850
+258
| +0.8% | +$42.5K | 4.71% | 6 |
|
|
2022
Q4 | $4.23M | Buy |
32,592
+399
| +1% | +$51.8K | 3.99% | 7 |
|
|
2022
Q3 | $4.45M | Sell |
32,193
-461
| -1% | -$63.7K | 4.43% | 6 |
|
|
2022
Q2 | $4.46M | Buy |
32,654
+1,780
| +6% | +$243K | 4.23% | 6 |
|
|
2022
Q1 | $5.39M | Buy |
30,874
+835
| +3% | +$146K | 4.41% | 6 |
|
|
2021
Q4 | $5.33M | Buy |
+30,039
| New | +$5.33M | 4.32% | 6 |
|