TWM
TCFG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
62,772
-893
| -1% | -$183K | 5.83% | 2 |
|
|
2025
Q1 | $14.1M | Sell |
63,665
-1,034
| -2% | -$230K | 7.1% | 1 |
|
|
2024
Q4 | $16.2M | Sell |
64,699
-1,909
| -3% | -$478K | 8.15% | 1 |
|
|
2024
Q3 | $15.5M | Buy |
+66,608
| New | +$15.5M | 7.8% | 1 |
|