TWMP
Taylor Wealth Management Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12.4M | Sell |
90,852
-7,202
| -7% | -$985K | 7.06% | 1 |
|
|
2022
Q1 | $17.1M | Sell |
98,054
-14,753
| -13% | -$2.58M | 6.93% | 1 |
|
|
2021
Q4 | $20M | Sell |
112,807
-2,049
| -2% | -$364K | 7.06% | 1 |
|
|
2021
Q3 | $16.3M | Buy |
114,856
+160
| +0.1% | +$22.6K | 5.8% | 1 |
|
|
2021
Q2 | $15.7M | Sell |
114,696
-988
| -0.9% | -$135K | 5.54% | 1 |
|
|
2021
Q1 | $14.1M | Sell |
115,684
-1,465
| -1% | -$179K | 5.15% | 1 |
|
|
2020
Q4 | $15.5M | Sell |
117,149
-518
| -0.4% | -$68.7K | 5.98% | 2 |
|
|
2020
Q3 | $13.6M | Buy |
117,667
+88,306
| +301% | +$10.2M | 6.25% | 3 |
|
|
2020
Q2 | $10.7M | Sell |
29,361
-3,248
| -10% | -$1.18M | 5.44% | 5 |
|
|
2020
Q1 | $8.29M | Sell |
32,609
-7,506
| -19% | -$1.91M | 5.09% | 6 |
|
|
2019
Q4 | $11.8M | Sell |
40,115
-5,702
| -12% | -$1.67M | 5.43% | 5 |
|
|
2019
Q3 | $10.3M | Sell |
45,817
-344
| -0.7% | -$77K | 4.8% | 7 |
|
|
2019
Q2 | $9.14M | Sell |
46,161
-4,735
| -9% | -$937K | 4.27% | 9 |
|
|
2019
Q1 | $9.67M | Buy |
50,896
+690
| +1% | +$131K | 4.81% | 7 |
|
|
2018
Q4 | $7.92M | Sell |
50,206
-1,475
| -3% | -$233K | 4.57% | 8 |
|
|
2018
Q3 | $11.7M | Sell |
51,681
-55
| -0.1% | -$12.4K | 4.96% | 4 |
|
|
2018
Q2 | $9.58M | Sell |
51,736
-150
| -0.3% | -$27.8K | 4.26% | 7 |
|
|
2018
Q1 | $8.71M | Sell |
51,886
-2,338
| -4% | -$392K | 4.19% | 8 |
|
|
2017
Q4 | $9.18M | Sell |
54,224
-190
| -0.3% | -$32.2K | 3.9% | 9 |
|
|
2017
Q3 | $8.39M | Sell |
54,414
-1,085
| -2% | -$167K | 3.74% | 8 |
|
|
2017
Q2 | $7.99M | Sell |
55,499
-815
| -1% | -$117K | 3.62% | 8 |
|
|
2017
Q1 | $8.09M | Sell |
56,314
-1,786
| -3% | -$257K | 3.66% | 9 |
|
|
2016
Q4 | $6.73M | Buy |
58,100
+12,888
| +29% | +$1.49M | 3.11% | 12 |
|
|
2016
Q3 | $5.11M | Sell |
45,212
-260
| -0.6% | -$29.4K | 2.29% | 19 |
|
|
2016
Q2 | $4.35M | Sell |
45,472
-1,450
| -3% | -$139K | 1.74% | 28 |
|
|
2016
Q1 | $5.11M | Sell |
46,922
-54,563
| -54% | -$5.95M | 2.41% | 20 |
|
|
2015
Q4 | $10.7M | Buy |
101,485
+899
| +0.9% | +$94.6K | 4.6% | 5 |
|
|
2015
Q3 | $11.1M | Sell |
100,586
-1,501
| -1% | -$166K | 5.35% | 3 |
|
|
2015
Q2 | $12.8M | Sell |
102,087
-172
| -0.2% | -$21.6K | 4.09% | 4 |
|
|
2015
Q1 | $12.7M | Buy |
+102,259
| New | +$12.7M | 3.99% | 3 |
|