TWM
Tradition Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
122,016
-1,655
| -1% | -$340K | 2% | 6 |
|
|
2025
Q1 | $27.5M | Buy |
123,671
+2,230
| +2% | +$495K | 2.42% | 5 |
|
|
2024
Q4 | $30.4M | Sell |
121,441
-3,032
| -2% | -$759K | 2.68% | 4 |
|
|
2024
Q3 | $29M | Sell |
124,473
-2,089
| -2% | -$487K | 2.59% | 4 |
|
|
2024
Q2 | $26.7M | Sell |
126,562
-174
| -0.1% | -$36.6K | 2.58% | 4 |
|
|
2024
Q1 | $21.7M | Buy |
126,736
+1,739
| +1% | +$298K | 2.2% | 9 |
|
|
2023
Q4 | $24.1M | Sell |
124,997
-361
| -0.3% | -$69.5K | 2.52% | 4 |
|
|
2023
Q3 | $21.5M | Sell |
125,358
-1,896
| -1% | -$325K | 2.56% | 7 |
|
|
2023
Q2 | $24.7M | Buy |
127,254
+2,873
| +2% | +$557K | 2.88% | 5 |
|
|
2023
Q1 | $20.5M | Buy |
124,381
+34,329
| +38% | +$5.66M | 2.55% | 6 |
|
|
2022
Q4 | $11.7M | Sell |
90,052
-1,586
| -2% | -$206K | 1.65% | 13 |
|
|
2022
Q3 | $12.7M | Buy |
91,638
+2,790
| +3% | +$386K | 1.9% | 10 |
|
|
2022
Q2 | $12.1M | Sell |
88,848
-2,450
| -3% | -$335K | 1.76% | 11 |
|
|
2022
Q1 | $15.9M | Buy |
91,298
+53
| +0.1% | +$9.26K | 2.03% | 6 |
|
|
2021
Q4 | $16.2M | Buy |
91,245
+468
| +0.5% | +$83.1K | 2.04% | 6 |
|
|
2021
Q3 | $12.8M | Sell |
90,777
-136
| -0.1% | -$19.2K | 1.83% | 11 |
|
|
2021
Q2 | $12.5M | Buy |
90,913
+2,242
| +3% | +$307K | 1.86% | 8 |
|
|
2021
Q1 | $10.8M | Buy |
88,671
+2,418
| +3% | +$295K | 1.87% | 9 |
|
|
2020
Q4 | $11.4M | Buy |
+86,253
| New | +$11.4M | 2.22% | 6 |
|