TWP
Tempus Wealth Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
36,029
-270
| -0.7% | -$55.4K | 1.84% | 9 |
|
|
2025
Q1 | $8.06M | Buy |
36,299
+362
| +1% | +$80.4K | 2.41% | 5 |
|
|
2024
Q4 | $9M | Buy |
35,937
+1,986
| +6% | +$497K | 2.75% | 4 |
|
|
2024
Q3 | $7.91M | Buy |
33,951
+21
| +0.1% | +$4.89K | 2.9% | 4 |
|
|
2024
Q2 | $7.15M | Buy |
33,930
+2,487
| +8% | +$524K | 2.99% | 5 |
|
|
2024
Q1 | $5.39M | Sell |
31,443
-9,135
| -23% | -$1.57M | 2.37% | 8 |
|
|
2023
Q4 | $7.81M | Buy |
40,578
+585
| +1% | +$113K | 3.43% | 3 |
|
|
2023
Q3 | $6.85M | Sell |
39,993
-1,336
| -3% | -$229K | 3.43% | 3 |
|
|
2023
Q2 | $8.02M | Buy |
41,329
+300
| +0.7% | +$58.2K | 3.62% | 4 |
|
|
2023
Q1 | $6.77M | Sell |
41,029
-795
| -2% | -$131K | 3.31% | 4 |
|
|
2022
Q4 | $5.43M | Sell |
41,824
-2,202
| -5% | -$286K | 3.3% | 3 |
|
|
2022
Q3 | $6.08M | Buy |
44,026
+5,034
| +13% | +$696K | 4.06% | 3 |
|
|
2022
Q2 | $5.33M | Buy |
38,992
+885
| +2% | +$121K | 4.38% | 5 |
|
|
2022
Q1 | $6.65M | Sell |
38,107
-3,739
| -9% | -$653K | 4.73% | 3 |
|
|
2021
Q4 | $7.43M | Buy |
41,846
+33
| +0.1% | +$5.86K | 4.01% | 4 |
|
|
2021
Q3 | $5.92M | Buy |
41,813
+2,271
| +6% | +$321K | 3.35% | 5 |
|
|
2021
Q2 | $5.42M | Buy |
39,542
+25,279
| +177% | +$3.46M | 3.59% | 4 |
|
|
2021
Q1 | $1.74M | Buy |
14,263
+252
| +2% | +$30.8K | 1.84% | 16 |
|
|
2020
Q4 | $1.86M | Buy |
14,011
+40
| +0.3% | +$5.31K | 2.4% | 9 |
|
|
2020
Q3 | $1.62M | Buy |
13,971
+10,193
| +270% | +$1.18M | 2.34% | 10 |
|
|
2020
Q2 | $1.38M | Buy |
3,778
+169
| +5% | +$61.6K | 2.06% | 10 |
|
|
2020
Q1 | $918K | Buy |
3,609
+25
| +0.7% | +$6.36K | 1.5% | 10 |
|
|
2019
Q4 | $1.05M | Buy |
+3,584
| New | +$1.05M | 0.93% | 17 |
|