TL Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Hold |
3,585
| – | – | 0.31% | 19 |
|
|
2025
Q1 | $618K | Buy |
3,585
+1
| +0% | +$172 | 0.31% | 19 |
|
|
2024
Q4 | $852K | Buy |
3,584
+1
| +0% | +$238 | 0.38% | 18 |
|
|
2024
Q3 | $794K | Buy |
3,583
+133
| +4% | +$29.5K | 0.36% | 19 |
|
|
2024
Q2 | $810K | Buy |
3,450
+1
| +0% | +$235 | 0.37% | 20 |
|
|
2024
Q1 | $585K | Buy |
3,449
+50
| +1% | +$8.48K | 0.29% | 20 |
|
|
2023
Q4 | $654K | Sell |
3,399
-74
| -2% | -$14.2K | 0.34% | 19 |
|
|
2023
Q3 | $622K | Sell |
3,473
-19
| -0.5% | -$3.4K | 0.36% | 17 |
|
|
2023
Q2 | $659K | Buy |
3,492
+1,605
| +85% | +$303K | 0.37% | 17 |
|
|
2023
Q1 | $311K | Buy |
1,887
+1
| +0.1% | +$165 | 0.18% | 32 |
|
|
2022
Q4 | $246K | Buy |
+1,886
| New | +$246K | 0.14% | 40 |
|
|
2022
Q1 | – | Sell |
-1,284
| Closed | -$205K | – | 49 |
|
|
2021
Q4 | $205K | Buy |
+1,284
| New | +$205K | 0.12% | 47 |
|