TCPWM
Traverso Chambers Private Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.2M | Buy |
47,783
+7,722
| +19% | +$1.49M | 2.23% | 13 |
|
|
2023
Q3 | $6.86M | Buy |
40,061
+126
| +0.3% | +$21.6K | 1.83% | 16 |
|
|
2023
Q2 | $7.75M | Buy |
39,935
+205
| +0.5% | +$39.8K | 2.03% | 14 |
|
|
2023
Q1 | $6.55M | Buy |
39,730
+1,348
| +4% | +$222K | 1.8% | 18 |
|
|
2022
Q4 | $4.99M | Buy |
38,382
+400
| +1% | +$52K | 1.43% | 21 |
|
|
2022
Q3 | $5.25M | Sell |
37,982
-25
| -0.1% | -$3.46K | 1.61% | 21 |
|
|
2022
Q2 | $5.2M | Buy |
38,007
+234
| +0.6% | +$32K | 1.74% | 17 |
|
|
2022
Q1 | $6.6M | Buy |
37,773
+64
| +0.2% | +$11.2K | 1.97% | 16 |
|
|
2021
Q4 | $6.7M | Hold |
37,709
| – | – | 1.99% | 13 |
|
|
2021
Q3 | $5.34M | Sell |
37,709
-1,151
| -3% | -$163K | 1.66% | 17 |
|
|
2021
Q2 | $5.32M | Buy |
38,860
+37
| +0.1% | +$5.07K | 1.68% | 16 |
|
|
2021
Q1 | $4.74M | Buy |
38,823
+29
| +0.1% | +$3.54K | 1.6% | 17 |
|
|
2020
Q4 | $5.15M | Sell |
38,794
-431
| -1% | -$57.2K | 1.85% | 14 |
|
|
2020
Q3 | $4.54M | Buy |
39,225
+29,576
| +307% | +$3.43M | 1.76% | 14 |
|
|
2020
Q2 | $3.52M | Sell |
9,649
-73
| -0.8% | -$26.6K | 1.48% | 17 |
|
|
2020
Q1 | $2.47M | Buy |
9,722
+22
| +0.2% | +$5.59K | 1.16% | 19 |
|
|
2019
Q4 | $2.85M | Sell |
9,700
-459
| -5% | -$135K | 1.21% | 17 |
|
|
2019
Q3 | $2.28M | Sell |
10,159
-10
| -0.1% | -$2.24K | 1.09% | 16 |
|
|
2019
Q2 | $2.06M | Buy |
10,169
+10
| +0.1% | +$2.03K | 1.01% | 16 |
|
|
2019
Q1 | $1.93M | Sell |
10,159
-52
| -0.5% | -$9.88K | 0.95% | 19 |
|
|
2018
Q4 | $1.61M | Buy |
+10,211
| New | +$1.61M | 0.87% | 19 |
|