Tolleson Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.1M	Sell	7,717 -2,820	-27%	-$757K	0.3%	31
2025 Q3	$2.68M	Buy	10,537 +2,843	+37%	+$642K	0.42%	27
2025 Q2	$1.58M	Buy	7,694 +24	+0.3%	+$4.85K	0.27%	33
2025 Q1	$1.7M	Sell	7,670 -3,896	-34%	-$903K	0.33%	27
2024 Q4	$2.9M	Buy	11,566 +3,387	+41%	+$798K	0.59%	20
2024 Q3	$1.91M	Sell	8,179 -37	-0.5%	-$8.26K	0.36%	24
2024 Q2	$1.73M	Buy	8,216 +509	+7%	+$94.9K	0.34%	28
2024 Q1	$1.32M	Sell	7,707 -3,230	-30%	-$587K	0.26%	36
2023 Q4	$2.11M	Buy	10,937 +87	+0.8%	+$16.1K	0.43%	24
2023 Q3	$1.86M	Sell	10,850 -2,308	-18%	-$423K	0.45%	29
2023 Q2	$2.55M	Buy	13,158 +5,488	+72%	+$956K	0.62%	22
2023 Q1	$1.26M	Sell	7,670 -91	-1%	-$13.4K	0.33%	40
2022 Q4	$1.01M	Buy	7,761 +91	+1%	+$13K	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	$1.08M	Sell	7,670 -630	-8%	-$92.8K	0.31%	36
2021 Q2	$1.14M	Sell	8,300 -400	-5%	-$51.8K	0.31%	36
2021 Q1	$1.06M	Buy	8,700 +400	+5%	+$51.3K	0.32%	34
2020 Q4	$1.1M	Hold	8,300	–	–	0.36%	32
2020 Q3	$961K	Hold	8,300	–	–	0.39%	33
2020 Q2	$757K	Hold	8,300	–	–	0.33%	35
2020 Q1	$528K	Sell	8,300 -2,128	-20%	-$156K	0.23%	42
2019 Q4	$766K	Buy	10,428 +2,128	+26%	+$137K	0.37%	33
2019 Q3	$465K	Sell	8,300 -5,084	-38%	-$266K	0.25%	36
2019 Q2	$662K	Hold	13,384	–	–	0.46%	23
2019 Q1	$636K	Hold	13,384	–	–	0.44%	23
2018 Q4	$528K	Buy	+13,384	New	+$649K	0.31%	28