TWP
TFO Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-922
| Closed | -$215K | – | 11 |
|
|
2024
Q3 | $215K | Buy |
+922
| New | +$215K | 0.04% | 33 |
|
|
2024
Q2 | – | Sell |
-366
| Closed | -$62.8K | – | 54 |
|
|
2024
Q1 | $62.8K | Sell |
366
-654
| -64% | -$112K | 0.01% | 51 |
|
|
2023
Q4 | $196K | Sell |
1,020
-1,402
| -58% | -$270K | 0.04% | 35 |
|
|
2023
Q3 | $470K | Buy |
2,422
+1,252
| +107% | +$243K | 0.1% | 30 |
|
|
2023
Q2 | $227K | Sell |
1,170
-4,041
| -78% | -$784K | 0.05% | 41 |
|
|
2023
Q1 | $859K | Buy |
5,211
+5,205
| +86,750% | +$858K | 0.19% | 23 |
|
|
2022
Q4 | $383 | Sell |
6
-8,257
| -100% | -$527K | ﹤0.01% | 520 |
|
|
2022
Q3 | $1.14M | Buy |
8,263
+430
| +5% | +$59.4K | 0.29% | 20 |
|
|
2022
Q2 | $1.07M | Sell |
7,833
-109
| -1% | -$14.9K | 0.24% | 22 |
|
|
2022
Q1 | $1.39M | Buy |
7,942
+5,550
| +232% | +$969K | 0.27% | 19 |
|
|
2021
Q4 | $420K | Sell |
2,392
-5,055
| -68% | -$888K | 0.08% | 26 |
|
|
2021
Q3 | $1.05M | Buy |
7,447
+4,551
| +157% | +$644K | 0.21% | 20 |
|
|
2021
Q2 | $395K | Sell |
2,896
-4,378
| -60% | -$597K | 0.08% | 22 |
|
|
2021
Q1 | $889K | Buy |
7,274
+2,563
| +54% | +$313K | 0.27% | 17 |
|
|
2020
Q4 | $625K | Sell |
4,711
-3,830
| -45% | -$508K | 0.2% | 19 |
|
|
2020
Q3 | $989K | Buy |
8,541
+6,372
| +294% | +$738K | 0.38% | 13 |
|
|
2020
Q2 | $791K | Sell |
2,169
-4,535
| -68% | -$1.65M | 0.31% | 14 |
|
|
2020
Q1 | $1.7M | Buy |
6,704
+2,253
| +51% | +$573K | 0.73% | 13 |
|
|
2019
Q4 | $1.31M | Buy |
+4,451
| New | +$1.31M | 1.2% | 11 |
|