TWM
Thrive Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
56,561
+725
| +1% | +$149K | 1.87% | 7 |
|
|
2025
Q1 | $12.4M | Sell |
55,836
-1,609
| -3% | -$357K | 2.37% | 4 |
|
|
2024
Q4 | $14.4M | Buy |
57,445
+8,565
| +18% | +$2.14M | 2.59% | 4 |
|
|
2024
Q3 | $11.4M | Sell |
48,880
-661
| -1% | -$154K | 2.09% | 6 |
|
|
2024
Q2 | $10.4M | Buy |
49,541
+5,872
| +13% | +$1.24M | 2.04% | 7 |
|
|
2024
Q1 | $7.49M | Buy |
43,669
+563
| +1% | +$96.5K | 1.55% | 9 |
|
|
2023
Q4 | $8.3M | Sell |
43,106
-696
| -2% | -$134K | 1.85% | 7 |
|
|
2023
Q3 | $7.5M | Sell |
43,802
-735
| -2% | -$126K | 1.99% | 6 |
|
|
2023
Q2 | $8.64M | Buy |
44,537
+1,542
| +4% | +$299K | 2.24% | 6 |
|
|
2023
Q1 | $7.09M | Sell |
42,995
-1,095
| -2% | -$181K | 1.82% | 10 |
|
|
2022
Q4 | $5.73M | Sell |
44,090
-3,269
| -7% | -$425K | 1.64% | 11 |
|
|
2022
Q3 | $6.55M | Buy |
47,359
+1,847
| +4% | +$255K | 2.29% | 5 |
|
|
2022
Q2 | $6.22M | Buy |
45,512
+2,616
| +6% | +$358K | 2.17% | 7 |
|
|
2022
Q1 | $7.49M | Buy |
42,896
+1,292
| +3% | +$226K | 2.21% | 10 |
|
|
2021
Q4 | $7.39M | Buy |
+41,604
| New | +$7.39M | 2.53% | 7 |
|