TDWM
Topel & Distasi Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
4,043
| – | – | 0.43% | 38 |
|
|
2025
Q1 | $898K | Sell |
4,043
-630
| -13% | -$140K | 0.42% | 46 |
|
|
2024
Q4 | $1.17M | Hold |
4,673
| – | – | 0.5% | 41 |
|
|
2024
Q3 | $1.09M | Buy |
4,673
+655
| +16% | +$153K | 0.45% | 46 |
|
|
2024
Q2 | $846K | Hold |
4,018
| – | – | 0.37% | 51 |
|
|
2024
Q1 | $689K | Sell |
4,018
-657
| -14% | -$113K | 0.3% | 53 |
|
|
2023
Q4 | $900K | Sell |
4,675
-105
| -2% | -$20.2K | 0.43% | 48 |
|
|
2023
Q3 | $818K | Sell |
4,780
-208
| -4% | -$35.6K | 0.43% | 47 |
|
|
2023
Q2 | $968K | Sell |
4,988
-1,273
| -20% | -$247K | 0.49% | 44 |
|
|
2023
Q1 | $1.03M | Buy |
6,261
+1,307
| +26% | +$216K | 0.54% | 41 |
|
|
2022
Q4 | $644K | Hold |
4,954
| – | – | 0.36% | 47 |
|
|
2022
Q3 | $735K | Sell |
4,954
-96
| -2% | -$14.2K | 0.41% | 50 |
|
|
2022
Q2 | $690K | Hold |
5,050
| – | – | 0.4% | 50 |
|
|
2022
Q1 | $882K | Sell |
5,050
-645
| -11% | -$113K | 0.37% | 53 |
|
|
2021
Q4 | $1.01M | Buy |
+5,695
| New | +$1.01M | 0.41% | 49 |
|