TWA
Trellis Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Hold |
4,192
| – | – | 0.37% | 22 |
|
|
2025
Q1 | $931K | Sell |
4,192
-2,673
| -39% | -$594K | 0.45% | 20 |
|
|
2024
Q4 | $1.72M | Hold |
6,865
| – | – | 0.86% | 13 |
|
|
2024
Q3 | $1.6M | Buy |
6,865
+2,777
| +68% | +$647K | 0.8% | 15 |
|
|
2024
Q2 | $861K | Hold |
4,088
| – | – | 0.47% | 17 |
|
|
2024
Q1 | $701K | Sell |
4,088
-564
| -12% | -$96.7K | 0.4% | 18 |
|
|
2023
Q4 | $896K | Hold |
4,652
| – | – | 0.49% | 21 |
|
|
2023
Q3 | $796K | Hold |
4,652
| – | – | 0.5% | 18 |
|
|
2023
Q2 | $902K | Buy |
4,652
+1
| +0% | +$194 | 0.6% | 15 |
|
|
2023
Q1 | $767K | Hold |
4,651
| – | – | 0.56% | 15 |
|
|
2022
Q4 | $604K | Buy |
+4,651
| New | +$604K | 0.52% | 15 |
|