TWM
TLW Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
53,989
-2,182
| -4% | -$448K | 6.17% | 9 |
|
|
2025
Q1 | $12.5M | Buy |
56,171
+627
| +1% | +$139K | 7.49% | 8 |
|
|
2024
Q4 | $13.9M | Sell |
55,544
-401
| -0.7% | -$100K | 8.29% | 5 |
|
|
2024
Q3 | $13M | Sell |
55,945
-69
| -0.1% | -$16.1K | 7.74% | 6 |
|
|
2024
Q2 | $11.8M | Sell |
56,014
-485
| -0.9% | -$102K | 7.35% | 7 |
|
|
2024
Q1 | $9.69M | Buy |
56,499
+60
| +0.1% | +$10.3K | 6.17% | 10 |
|
|
2023
Q4 | $10.9M | Sell |
56,439
-3,023
| -5% | -$582K | 7.74% | 5 |
|
|
2023
Q3 | $10.2M | Sell |
59,462
-95
| -0.2% | -$16.3K | 7.74% | 6 |
|
|
2023
Q2 | $11.6M | Sell |
59,557
-11,884
| -17% | -$2.31M | 8.33% | 5 |
|
|
2023
Q1 | $11.8M | Sell |
71,441
-631
| -0.9% | -$104K | 8.89% | 4 |
|
|
2022
Q4 | $9.36M | Sell |
72,072
-544
| -0.7% | -$70.7K | 7.58% | 5 |
|
|
2022
Q3 | $10M | Sell |
72,616
-9,847
| -12% | -$1.36M | 8.75% | 3 |
|
|
2022
Q2 | $11.3M | Sell |
82,463
-2,902
| -3% | -$397K | 8.8% | 4 |
|
|
2022
Q1 | $14.9M | Buy |
85,365
+45
| +0.1% | +$7.86K | 8.74% | 4 |
|
|
2021
Q4 | $15.2M | Buy |
85,320
+14
| +0% | +$2.49K | 8.08% | 4 |
|
|
2021
Q3 | $12.1M | Sell |
85,306
-167
| -0.2% | -$23.6K | 6.6% | 8 |
|
|
2021
Q2 | $11.7M | Buy |
85,473
+400
| +0.5% | +$54.8K | 6.5% | 8 |
|
|
2021
Q1 | $10.4M | Sell |
85,073
-1,511
| -2% | -$185K | 6.31% | 8 |
|
|
2020
Q4 | $11.5M | Sell |
86,584
-589
| -0.7% | -$78.2K | 7.42% | 4 |
|
|
2020
Q3 | $10.1M | Buy |
87,173
+60,026
| +221% | +$6.95M | 7.51% | 3 |
|
|
2020
Q2 | $9.9M | Buy |
27,147
+91
| +0.3% | +$33.2K | 8.55% | 1 |
|
|
2020
Q1 | $6.88M | Sell |
27,056
-287
| -1% | -$73K | 7.53% | 3 |
|
|
2019
Q4 | $8.03M | Sell |
27,343
-226
| -0.8% | -$66.4K | 6.97% | 2 |
|
|
2019
Q3 | $6.18M | Buy |
27,569
+419
| +2% | +$93.8K | 5.79% | 6 |
|
|
2019
Q2 | $5.37M | Sell |
27,150
-5,921
| -18% | -$1.17M | 5.23% | 10 |
|
|
2019
Q1 | $6.28M | Buy |
33,071
+30,701
| +1,295% | +$5.83M | 6.7% | 1 |
|
|
2018
Q4 | $374K | Buy |
+2,370
| New | +$374K | 0.39% | 13 |
|