TF
TLWM Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
13,451
+29
| +0.2% | +$5.95K | 0.52% | 16 |
|
|
2025
Q1 | $2.98M | Buy |
13,422
+444
| +3% | +$98.6K | 0.6% | 14 |
|
|
2024
Q4 | $3.25M | Buy |
12,978
+310
| +2% | +$77.6K | 0.64% | 15 |
|
|
2024
Q3 | $2.95M | Sell |
12,668
-3,421
| -21% | -$797K | 0.6% | 13 |
|
|
2024
Q2 | $3.39M | Buy |
16,089
+381
| +2% | +$80.2K | 0.73% | 13 |
|
|
2024
Q1 | $2.69M | Buy |
15,708
+2,083
| +15% | +$357K | 0.6% | 13 |
|
|
2023
Q4 | $2.62M | Buy |
13,625
+40
| +0.3% | +$7.7K | 0.62% | 13 |
|
|
2023
Q3 | $2.33M | Buy |
13,585
+246
| +2% | +$42.1K | 0.62% | 16 |
|
|
2023
Q2 | $2.59M | Buy |
13,339
+85
| +0.6% | +$16.5K | 0.75% | 14 |
|
|
2023
Q1 | $2.19M | Sell |
13,254
-1,868
| -12% | -$308K | 0.69% | 14 |
|
|
2022
Q4 | $1.96M | Buy |
15,122
+195
| +1% | +$25.3K | 0.71% | 15 |
|
|
2022
Q3 | $1.32M | Buy |
14,927
+3,125
| +26% | +$276K | 0.58% | 18 |
|
|
2022
Q2 | $1.61M | Sell |
11,802
-78
| -0.7% | -$10.7K | 0.62% | 13 |
|
|
2022
Q1 | $2.07M | Buy |
11,880
+234
| +2% | +$40.8K | 0.72% | 15 |
|
|
2021
Q4 | $2.07M | Sell |
11,646
-813
| -7% | -$144K | 0.69% | 16 |
|
|
2021
Q3 | $1.76M | Buy |
12,459
+411
| +3% | +$58.2K | 0.67% | 14 |
|
|
2021
Q2 | $1.65M | Buy |
12,048
+96
| +0.8% | +$13.1K | 0.59% | 17 |
|
|
2021
Q1 | $1.46M | Buy |
11,952
+406
| +4% | +$49.5K | 0.55% | 17 |
|
|
2020
Q4 | $1.53M | Buy |
11,546
+283
| +3% | +$37.6K | 0.61% | 16 |
|
|
2020
Q3 | $1.23M | Buy |
11,263
+8,110
| +257% | +$883K | 0.58% | 15 |
|
|
2020
Q2 | $1.15M | Sell |
3,153
-12
| -0.4% | -$4.38K | 0.68% | 14 |
|
|
2020
Q1 | $809K | Buy |
3,165
+70
| +2% | +$17.9K | 0.48% | 16 |
|
|
2019
Q4 | $910K | Sell |
3,095
-1,430
| -32% | -$420K | 0.44% | 16 |
|
|
2019
Q3 | $1.01M | Sell |
4,525
-103
| -2% | -$23.1K | 0.52% | 14 |
|
|
2019
Q2 | $921K | Sell |
4,628
-212
| -4% | -$42.2K | 0.53% | 14 |
|
|
2019
Q1 | $916K | Sell |
4,840
-198
| -4% | -$37.5K | 0.51% | 14 |
|
|
2018
Q4 | $776K | Buy |
5,038
+959
| +24% | +$148K | 0.47% | 17 |
|
|
2018
Q3 | $923K | Sell |
4,079
-1,155
| -22% | -$261K | 0.54% | 15 |
|
|
2018
Q2 | $968K | Sell |
5,234
-28
| -0.5% | -$5.18K | 0.6% | 15 |
|
|
2018
Q1 | $886K | Sell |
5,262
-2,164
| -29% | -$364K | 0.59% | 14 |
|
|
2017
Q4 | $1.26M | Buy |
+7,426
| New | +$1.26M | 0.98% | 9 |
|