TWM
Torch Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11.3M | Sell |
38,598
-675
| -2% | -$198K | 6.26% | 2 |
|
|
2019
Q3 | $8.8M | Sell |
39,273
-850
| -2% | -$190K | 5.21% | 2 |
|
|
2019
Q2 | $7.94M | Sell |
40,123
-463
| -1% | -$91.6K | 4.76% | 3 |
|
|
2019
Q1 | $7.71M | Sell |
40,586
-535
| -1% | -$102K | 4.76% | 3 |
|
|
2018
Q4 | $6.49M | Sell |
41,121
-4,866
| -11% | -$768K | 4.65% | 4 |
|
|
2018
Q3 | $10.4M | Sell |
45,987
-1,429
| -3% | -$323K | 6.22% | 1 |
|
|
2018
Q2 | $8.78M | Buy |
47,416
+136
| +0.3% | +$25.2K | 5.52% | 1 |
|
|
2018
Q1 | $7.93M | Sell |
47,280
-649
| -1% | -$109K | 5.14% | 3 |
|
|
2017
Q4 | $8.11M | Buy |
47,929
+1,038
| +2% | +$176K | 4.96% | 3 |
|
|
2017
Q3 | $7.23M | Sell |
46,891
-153
| -0.3% | -$23.6K | 4.74% | 3 |
|
|
2017
Q2 | $6.78M | Sell |
47,044
-440
| -0.9% | -$63.4K | 4.68% | 3 |
|
|
2017
Q1 | $6.82M | Buy |
47,484
+571
| +1% | +$82K | 4.55% | 4 |
|
|
2016
Q4 | $5.43M | Buy |
46,913
+1,526
| +3% | +$177K | 3.83% | 4 |
|
|
2016
Q3 | $5.13M | Sell |
45,387
-329
| -0.7% | -$37.2K | 3.74% | 4 |
|
|
2016
Q2 | $4.37M | Sell |
45,716
-12,782
| -22% | -$1.22M | 3.19% | 4 |
|
|
2016
Q1 | $6.38M | Sell |
58,498
-1,214
| -2% | -$132K | 4.79% | 2 |
|
|
2015
Q4 | $6.29M | Buy |
59,712
+1,756
| +3% | +$185K | 4.59% | 2 |
|
|
2015
Q3 | $6.39M | Sell |
57,956
-1,176
| -2% | -$130K | 4.92% | 2 |
|
|
2015
Q2 | $7.42M | Buy |
59,132
+2,060
| +4% | +$258K | 5.14% | 2 |
|
|
2015
Q1 | $7.1M | Sell |
57,072
-2,465
| -4% | -$307K | 5.49% | 2 |
|
|
2014
Q4 | $6.57M | Buy |
59,537
+1,141
| +2% | +$126K | 5.04% | 2 |
|
|
2014
Q3 | $5.88M | Sell |
58,396
-2,513
| -4% | -$253K | 4.31% | 2 |
|
|
2014
Q2 | $5.66M | Buy |
60,909
+52,225
| +601% | +$4.85M | 3.84% | 3 |
|
|
2014
Q1 | $4.66M | Buy |
8,684
+300
| +4% | +$161K | 3.38% | 4 |
|
|
2013
Q4 | $4.7M | Buy |
+8,384
| New | +$4.7M | 3.59% | 4 |
|