TMD Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.63M | Sell |
21,959
-2,195
| -9% | -$462K | 1.01% | 19 |
|
|
2024
Q1 | $4.14M | Buy |
24,154
+319
| +1% | +$54.7K | 0.97% | 21 |
|
|
2023
Q4 | $4.59M | Hold |
23,835
| – | – | 1.2% | 20 |
|
|
2023
Q3 | $4.08M | Sell |
23,835
-681
| -3% | -$117K | 1.16% | 15 |
|
|
2023
Q2 | $4.76M | Buy |
24,516
+264
| +1% | +$51.2K | 1.24% | 15 |
|
|
2023
Q1 | $4M | Buy |
24,252
+2,531
| +12% | +$417K | 1.13% | 17 |
|
|
2022
Q4 | $2.82M | Buy |
21,721
+132
| +0.6% | +$17.2K | 1.26% | 13 |
|
|
2022
Q3 | $2.98M | Buy |
21,589
+1,241
| +6% | +$172K | 1.34% | 13 |
|
|
2022
Q2 | $2.78M | Sell |
20,348
-612
| -3% | -$83.7K | 1.17% | 14 |
|
|
2022
Q1 | $3.66M | Sell |
20,960
-534
| -2% | -$93.2K | 1.41% | 16 |
|
|
2021
Q4 | $3.82M | Buy |
21,494
+77
| +0.4% | +$13.7K | 1.42% | 17 |
|
|
2021
Q3 | $3.03M | Sell |
21,417
-209
| -1% | -$29.6K | 1.27% | 16 |
|
|
2021
Q2 | $2.96M | Buy |
21,626
+245
| +1% | +$33.6K | 1.29% | 16 |
|
|
2021
Q1 | $2.61M | Buy |
21,381
+524
| +3% | +$64K | 1.24% | 18 |
|
|
2020
Q4 | $2.77M | Buy |
+20,857
| New | +$2.77M | 1.55% | 13 |
|