TWG
The Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
8,458
-37
| -0.4% | -$7.59K | 0.44% | 28 |
|
|
2025
Q1 | $1.89M | Buy |
8,495
+600
| +8% | +$133K | 0.55% | 22 |
|
|
2024
Q4 | $1.98M | Sell |
7,895
-549
| -7% | -$137K | 0.57% | 21 |
|
|
2024
Q3 | $1.97M | Sell |
8,444
-415
| -5% | -$96.7K | 0.57% | 21 |
|
|
2024
Q2 | $1.87M | Buy |
8,859
+293
| +3% | +$61.7K | 0.56% | 21 |
|
|
2024
Q1 | $1.57M | Hold |
8,566
| – | – | 0.48% | 26 |
|
|
2023
Q4 | $1.62M | Buy |
+8,566
| New | +$1.62M | 0.54% | 24 |
|