TPW
Tiller Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
35,711
+2,857
| +9% | +$586K | 2.78% | 11 |
|
|
2025
Q1 | $7.3M | Buy |
32,854
+730
| +2% | +$162K | 3.04% | 11 |
|
|
2024
Q4 | $8.04M | Sell |
32,124
-2,329
| -7% | -$583K | 3.41% | 11 |
|
|
2024
Q3 | $8.03M | Sell |
34,453
-1,199
| -3% | -$279K | 3.33% | 11 |
|
|
2024
Q2 | $7.51M | Sell |
35,652
-2,813
| -7% | -$592K | 3.3% | 11 |
|
|
2024
Q1 | $6.6M | Buy |
38,465
+2,331
| +6% | +$400K | 2.95% | 11 |
|
|
2023
Q4 | $6.96M | Sell |
36,134
-610
| -2% | -$117K | 3.49% | 12 |
|
|
2023
Q3 | $6.29M | Buy |
36,744
+1,874
| +5% | +$321K | 3.42% | 12 |
|
|
2023
Q2 | $6.76M | Sell |
34,870
-313
| -0.9% | -$60.7K | 3.68% | 12 |
|
|
2023
Q1 | $5.8M | Sell |
35,183
-1,777
| -5% | -$293K | 3.25% | 12 |
|
|
2022
Q4 | $4.8M | Sell |
36,960
-832
| -2% | -$108K | 2.84% | 12 |
|
|
2022
Q3 | $5.22M | Sell |
37,792
-1,713
| -4% | -$237K | 3.36% | 13 |
|
|
2022
Q2 | $5.4M | Buy |
39,505
+824
| +2% | +$113K | 3.32% | 13 |
|
|
2022
Q1 | $6.75M | Buy |
38,681
+1,176
| +3% | +$205K | 3.9% | 11 |
|
|
2021
Q4 | $6.66M | Sell |
37,505
-94
| -0.3% | -$16.7K | 4.2% | 9 |
|
|
2021
Q3 | $5.32M | Buy |
37,599
+1,939
| +5% | +$274K | 4.01% | 9 |
|
|
2021
Q2 | $4.88M | Buy |
35,660
+1,067
| +3% | +$146K | 5.21% | 6 |
|
|
2021
Q1 | $4.23M | Buy |
34,593
+535
| +2% | +$65.3K | 5.28% | 6 |
|
|
2020
Q4 | $4.52M | Buy |
34,058
+616
| +2% | +$81.7K | 6.11% | 6 |
|
|
2020
Q3 | $3.87M | Buy |
33,442
+24,922
| +293% | +$2.89M | 7.16% | 5 |
|
|
2020
Q2 | $3.11M | Sell |
8,520
-106
| -1% | -$38.7K | 6.31% | 5 |
|
|
2020
Q1 | $2.19M | Sell |
8,626
-224
| -3% | -$56.9K | 2.5% | 9 |
|
|
2019
Q4 | $2.6M | Sell |
8,850
-230
| -3% | -$67.5K | 2.1% | 10 |
|
|
2019
Q3 | $2.03M | Sell |
9,080
-231
| -2% | -$51.7K | 1.74% | 10 |
|
|
2019
Q2 | $1.84M | Sell |
9,311
-255
| -3% | -$50.5K | 1.55% | 11 |
|
|
2019
Q1 | $1.82M | Buy |
9,566
+112
| +1% | +$21.3K | 1.58% | 11 |
|
|
2018
Q4 | $1.49M | Sell |
9,454
-555
| -6% | -$87.5K | 1.31% | 16 |
|
|
2018
Q3 | $2.26M | Buy |
10,009
+30
| +0.3% | +$6.77K | 1.58% | 17 |
|
|
2018
Q2 | $1.85M | Sell |
9,979
-35
| -0.3% | -$6.48K | 1.29% | 19 |
|
|
2018
Q1 | $1.68M | Sell |
10,014
-87
| -0.9% | -$14.6K | 1.21% | 21 |
|
|
2017
Q4 | $1.71M | Buy |
10,101
+26
| +0.3% | +$4.4K | 1.3% | 21 |
|
|
2017
Q3 | $1.55M | Sell |
10,075
-550
| -5% | -$84.8K | 1.21% | 23 |
|
|
2017
Q2 | $1.53M | Sell |
10,625
-165
| -2% | -$23.8K | 1.2% | 21 |
|
|
2017
Q1 | $1.55M | Sell |
10,790
-210
| -2% | -$30.2K | 1.22% | 21 |
|
|
2016
Q4 | $1.27M | Sell |
11,000
-45
| -0.4% | -$5.21K | 1% | 23 |
|
|
2016
Q3 | $1.25M | Buy |
11,045
+85
| +0.8% | +$9.61K | 1.05% | 22 |
|
|
2016
Q2 | $1.05M | Sell |
10,960
-60
| -0.5% | -$5.74K | 0.88% | 22 |
|
|
2016
Q1 | $1.2M | Sell |
11,020
-41
| -0.4% | -$4.47K | 1.02% | 22 |
|
|
2015
Q4 | $1.16M | Buy |
+11,061
| New | +$1.16M | 1.11% | 19 |
|