TW
Transform Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $64.8M | Sell |
291,582
-1,767
| -0.6% | -$393K | 3.92% | 2 |
|
|
2024
Q4 | $73.5M | Buy |
293,349
+24,316
| +9% | +$6.09M | 4.08% | 2 |
|
|
2024
Q3 | $62.7M | Buy |
269,033
+20,897
| +8% | +$4.87M | 4.15% | 2 |
|
|
2024
Q2 | $52.3M | Buy |
248,136
+1,441
| +0.6% | +$304K | 3.92% | 3 |
|
|
2024
Q1 | $42.3M | Sell |
246,695
-21,463
| -8% | -$3.68M | 4.02% | 2 |
|
|
2023
Q4 | $51.6M | Sell |
268,158
-676
| -0.3% | -$130K | 5.03% | 1 |
|
|
2023
Q3 | $46M | Sell |
268,834
-19,131
| -7% | -$3.28M | 4.85% | 1 |
|
|
2023
Q2 | $55.9M | Buy |
287,965
+8,016
| +3% | +$1.55M | 5.02% | 1 |
|
|
2023
Q1 | $46.2M | Buy |
279,949
+26,348
| +10% | +$4.34M | 4.35% | 1 |
|
|
2022
Q4 | $33M | Buy |
253,601
+26,623
| +12% | +$3.46M | 3.69% | 2 |
|
|
2022
Q3 | $31.4M | Buy |
226,978
+15,258
| +7% | +$2.11M | 4.08% | 2 |
|
|
2022
Q2 | $28.9M | Sell |
211,720
-11,158
| -5% | -$1.53M | 4.31% | 3 |
|
|
2022
Q1 | $38.9M | Sell |
222,878
-2,745
| -1% | -$479K | 4.36% | 2 |
|
|
2021
Q4 | $40.1M | Sell |
225,623
-429
| -0.2% | -$76.2K | 4.18% | 2 |
|
|
2021
Q3 | $32M | Buy |
226,052
+1,454
| +0.6% | +$206K | 3.67% | 3 |
|
|
2021
Q2 | $30.8M | Buy |
224,598
+85,979
| +62% | +$11.8M | 3.76% | 2 |
|
|
2021
Q1 | $16.9M | Sell |
138,619
-9,741
| -7% | -$1.19M | 3.4% | 3 |
|
|
2020
Q4 | $19.7M | Sell |
148,360
-102,360
| -41% | -$13.6M | 4.12% | 1 |
|
|
2020
Q3 | $29M | Buy |
250,720
+185,197
| +283% | +$21.4M | 4.68% | 1 |
|
|
2020
Q2 | $23.9M | Sell |
65,523
-160
| -0.2% | -$58.4K | 4.09% | 1 |
|
|
2020
Q1 | $16.7M | Buy |
65,683
+8,039
| +14% | +$2.04M | 3.56% | 2 |
|
|
2019
Q4 | $16.9M | Buy |
57,644
+1,084
| +2% | +$318K | 2.68% | 3 |
|
|
2019
Q3 | $12.7M | Sell |
56,560
-7,295
| -11% | -$1.63M | 2.25% | 6 |
|
|
2019
Q2 | $12.6M | Sell |
63,855
-3,459
| -5% | -$685K | 1.86% | 9 |
|
|
2019
Q1 | $12.8M | Sell |
67,314
-2,242
| -3% | -$426K | 2.38% | 4 |
|
|
2018
Q4 | $11M | Buy |
69,556
+981
| +1% | +$155K | 2.26% | 4 |
|
|
2018
Q3 | $15.5M | Sell |
68,575
-1,175
| -2% | -$265K | 2.69% | 3 |
|
|
2018
Q2 | $12.9M | Buy |
69,750
+1,639
| +2% | +$303K | 2.34% | 3 |
|
|
2018
Q1 | $11.4M | Sell |
68,111
-1,798
| -3% | -$302K | 2.17% | 2 |
|
|
2017
Q4 | $11.8M | Buy |
69,909
+40,350
| +137% | +$6.83M | 2.18% | 2 |
|
|
2017
Q3 | $4.56M | Buy |
29,559
+8,815
| +42% | +$1.36M | 1.59% | 8 |
|
|
2017
Q2 | $2.99M | Buy |
20,744
+2,612
| +14% | +$376K | 3.37% | 5 |
|
|
2017
Q1 | $2.61M | Buy |
18,132
+916
| +5% | +$132K | 0.97% | 23 |
|
|
2016
Q4 | $1.99M | Buy |
17,216
+981
| +6% | +$114K | 0.79% | 28 |
|
|
2016
Q3 | $1.84M | Buy |
16,235
+849
| +6% | +$96K | 0.79% | 31 |
|
|
2016
Q2 | $1.47M | Buy |
+15,386
| New | +$1.47M | 0.62% | 47 |
|