Tower Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
10,537
+456
| +5% | +$93.6K | 1.28% | 13 |
|
|
2025
Q1 | $2.24M | Buy |
10,081
+995
| +11% | +$221K | 1.2% | 15 |
|
|
2024
Q4 | $2.28M | Sell |
9,086
-2,371
| -21% | -$594K | 1.19% | 14 |
|
|
2024
Q3 | $2.67M | Sell |
11,457
-218
| -2% | -$50.8K | 1.55% | 12 |
|
|
2024
Q2 | $2.46M | Buy |
11,675
+954
| +9% | +$201K | 1.52% | 12 |
|
|
2024
Q1 | $1.84M | Buy |
10,721
+1,469
| +16% | +$252K | 1.19% | 17 |
|
|
2023
Q4 | $1.78M | Sell |
9,252
-2,605
| -22% | -$502K | 1.26% | 15 |
|
|
2023
Q3 | $2.03M | Buy |
11,857
+78
| +0.7% | +$13.4K | 1.67% | 12 |
|
|
2023
Q2 | $2.28M | Buy |
11,779
+323
| +3% | +$62.7K | 1.83% | 12 |
|
|
2023
Q1 | $1.89M | Sell |
11,456
-520
| -4% | -$85.7K | 1.58% | 11 |
|
|
2022
Q4 | $1.56M | Sell |
11,976
-33
| -0.3% | -$4.29K | 1.36% | 14 |
|
|
2022
Q3 | $1.84M | Sell |
12,009
-1,109
| -8% | -$170K | 1.75% | 10 |
|
|
2022
Q2 | $1.79M | Buy |
13,118
+289
| +2% | +$39.5K | 2.38% | 8 |
|
|
2022
Q1 | $2.24M | Sell |
12,829
-839
| -6% | -$146K | 2.43% | 8 |
|
|
2021
Q4 | $2.43M | Sell |
13,668
-585
| -4% | -$104K | 2.46% | 8 |
|
|
2021
Q3 | $2.02M | Buy |
14,253
+182
| +1% | +$25.8K | 2.13% | 8 |
|
|
2021
Q2 | $1.93M | Sell |
14,071
-410
| -3% | -$56.1K | 2.12% | 9 |
|
|
2021
Q1 | $1.77M | Buy |
14,481
+541
| +4% | +$66.1K | 2.28% | 9 |
|
|
2020
Q4 | $1.85M | Buy |
+13,940
| New | +$1.85M | 2.12% | 10 |
|