TWM
Tolleson Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
7,694
+24
| +0.3% | +$4.92K | 0.27% | 33 |
|
|
2025
Q1 | $1.7M | Sell |
7,670
-3,896
| -34% | -$865K | 0.33% | 27 |
|
|
2024
Q4 | $2.9M | Buy |
11,566
+3,387
| +41% | +$848K | 0.59% | 20 |
|
|
2024
Q3 | $1.91M | Sell |
8,179
-37
| -0.5% | -$8.62K | 0.36% | 24 |
|
|
2024
Q2 | $1.73M | Buy |
8,216
+509
| +7% | +$107K | 0.34% | 28 |
|
|
2024
Q1 | $1.32M | Sell |
7,707
-3,230
| -30% | -$554K | 0.26% | 36 |
|
|
2023
Q4 | $2.11M | Buy |
10,937
+87
| +0.8% | +$16.8K | 0.43% | 24 |
|
|
2023
Q3 | $1.86M | Sell |
10,850
-2,308
| -18% | -$395K | 0.45% | 29 |
|
|
2023
Q2 | $2.55M | Buy |
13,158
+5,488
| +72% | +$1.06M | 0.62% | 22 |
|
|
2023
Q1 | $1.27M | Sell |
7,670
-91
| -1% | -$15K | 0.33% | 40 |
|
|
2022
Q4 | $1.01M | Buy |
7,761
+91
| +1% | +$11.8K | 0.27% | 43 |
|
|
2022
Q3 | $1.06M | Hold |
7,670
| – | – | 0.32% | 36 |
|
|
2022
Q2 | $1.05M | Hold |
7,670
| – | – | 0.3% | 36 |
|
|
2022
Q1 | $1.34M | Hold |
7,670
| – | – | 0.4% | 35 |
|
|
2021
Q4 | $1.36M | Hold |
7,670
| – | – | 0.37% | 35 |
|
|
2021
Q3 | $1.09M | Sell |
7,670
-630
| -8% | -$89.1K | 0.31% | 36 |
|
|
2021
Q2 | $1.14M | Sell |
8,300
-400
| -5% | -$54.8K | 0.31% | 36 |
|
|
2021
Q1 | $1.06M | Buy |
8,700
+400
| +5% | +$48.9K | 0.32% | 34 |
|
|
2020
Q4 | $1.1M | Hold |
8,300
| – | – | 0.36% | 32 |
|
|
2020
Q3 | $961K | Buy |
8,300
+6,225
| +300% | +$721K | 0.39% | 33 |
|
|
2020
Q2 | $757K | Hold |
2,075
| – | – | 0.33% | 35 |
|
|
2020
Q1 | $528K | Sell |
2,075
-532
| -20% | -$135K | 0.23% | 42 |
|
|
2019
Q4 | $766K | Buy |
2,607
+532
| +26% | +$156K | 0.37% | 33 |
|
|
2019
Q3 | $465K | Sell |
2,075
-1,271
| -38% | -$285K | 0.25% | 36 |
|
|
2019
Q2 | $662K | Hold |
3,346
| – | – | 0.46% | 23 |
|
|
2019
Q1 | $636K | Hold |
3,346
| – | – | 0.44% | 23 |
|
|
2018
Q4 | $528K | Buy |
+3,346
| New | +$528K | 0.31% | 28 |
|