TBWA
Three Bridge Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
28,900
+16,692
| +137% | +$3.42M | 1.56% | 18 |
|
|
2025
Q1 | $2.71M | Sell |
12,208
-1,180
| -9% | -$262K | 0.94% | 19 |
|
|
2024
Q4 | $3.35M | Buy |
13,388
+689
| +5% | +$173K | 1.17% | 19 |
|
|
2024
Q3 | $2.96M | Sell |
12,699
-351
| -3% | -$81.8K | 1.09% | 20 |
|
|
2024
Q2 | $2.75M | Sell |
13,050
-3,208
| -20% | -$676K | 1.09% | 17 |
|
|
2024
Q1 | $2.79M | Sell |
16,258
-721
| -4% | -$124K | 1.1% | 19 |
|
|
2023
Q4 | $3.27M | Sell |
16,979
-600
| -3% | -$116K | 1.13% | 19 |
|
|
2023
Q3 | $3.01M | Sell |
17,579
-1,286
| -7% | -$220K | 1.25% | 18 |
|
|
2023
Q2 | $3.66M | Sell |
18,865
-1,208
| -6% | -$234K | 1.55% | 16 |
|
|
2023
Q1 | $3.31M | Buy |
20,073
+453
| +2% | +$74.7K | 1.53% | 15 |
|
|
2022
Q4 | $2.55M | Sell |
19,620
-282
| -1% | -$36.7K | 1.37% | 16 |
|
|
2022
Q3 | $2.75M | Sell |
19,902
-431
| -2% | -$59.6K | 1.4% | 15 |
|
|
2022
Q2 | $2.78M | Sell |
20,333
-1,125
| -5% | -$154K | 1.36% | 14 |
|
|
2022
Q1 | $3.75M | Buy |
+21,458
| New | +$3.75M | 1.05% | 13 |
|