TWA
TPB Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.48M | Sell |
39,274
-128
| -0.3% | -$21.1K | 3.53% | 8 |
|
|
2022
Q4 | $5.2M | Buy |
39,402
+289
| +0.7% | +$38.1K | 2.67% | 12 |
|
|
2022
Q3 | $5.41M | Sell |
39,113
-215
| -0.5% | -$29.7K | 2.58% | 10 |
|
|
2022
Q2 | $5.39M | Buy |
39,328
+1,325
| +3% | +$181K | 2.43% | 9 |
|
|
2022
Q1 | $6.64M | Buy |
38,003
+203
| +0.5% | +$35.4K | 2.48% | 10 |
|
|
2021
Q4 | $6.71M | Buy |
37,800
+1,367
| +4% | +$243K | 3.27% | 5 |
|
|
2021
Q3 | $5.16M | Sell |
36,433
-787
| -2% | -$111K | 3.74% | 5 |
|
|
2021
Q2 | $5.09M | Buy |
37,220
+1,220
| +3% | +$167K | 3.28% | 7 |
|
|
2021
Q1 | $4.4M | Hold |
36,000
| – | – | 3.78% | 8 |
|
|
2020
Q4 | $4.82M | Buy |
+36,000
| New | +$4.82M | 4.77% | 5 |
|