TSWM
Triangle Securities Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Sell |
24,901
-6,177
| -20% | -$1.27M | 1.26% | 20 |
|
|
2025
Q1 | $6.9M | Buy |
31,078
+204
| +0.7% | +$45.3K | 1.78% | 12 |
|
|
2024
Q4 | $7.73M | Sell |
30,874
-1,021
| -3% | -$256K | 1.98% | 12 |
|
|
2024
Q3 | $7.43M | Sell |
31,895
-655
| -2% | -$153K | 1.92% | 12 |
|
|
2024
Q2 | $6.86M | Sell |
32,550
-538
| -2% | -$113K | 1.94% | 10 |
|
|
2024
Q1 | $5.67M | Sell |
33,088
-1,113
| -3% | -$191K | 1.62% | 16 |
|
|
2023
Q4 | $6.58M | Sell |
34,201
-322
| -0.9% | -$62K | 2.05% | 10 |
|
|
2023
Q3 | $5.91M | Sell |
34,523
-40
| -0.1% | -$6.85K | 2.1% | 9 |
|
|
2023
Q2 | $6.7M | Sell |
34,563
-610
| -2% | -$118K | 2.31% | 5 |
|
|
2023
Q1 | $5.8M | Sell |
35,173
-491
| -1% | -$81K | 2.07% | 7 |
|
|
2022
Q4 | $4.63M | Sell |
35,664
-547
| -2% | -$71.1K | 1.7% | 11 |
|
|
2022
Q3 | $5M | Sell |
36,211
-1,000
| -3% | -$138K | 2.04% | 9 |
|
|
2022
Q2 | $5.09M | Buy |
37,211
+1,024
| +3% | +$140K | 1.98% | 7 |
|
|
2022
Q1 | $6.32M | Sell |
36,187
-3,289
| -8% | -$574K | 2.12% | 7 |
|
|
2021
Q4 | $7.01M | Sell |
39,476
-3,586
| -8% | -$637K | 2.19% | 8 |
|
|
2021
Q3 | $6.09M | Sell |
43,062
-1,079
| -2% | -$153K | 2.07% | 8 |
|
|
2021
Q2 | $6.05M | Sell |
44,141
-1,119
| -2% | -$153K | 2.04% | 7 |
|
|
2021
Q1 | $5.53M | Buy |
45,260
+332
| +0.7% | +$40.6K | 2% | 8 |
|
|
2020
Q4 | $5.96M | Sell |
44,928
-2,755
| -6% | -$366K | 2.36% | 5 |
|
|
2020
Q3 | $5.52M | Buy |
47,683
+35,384
| +288% | +$4.1M | 2.5% | 6 |
|
|
2020
Q2 | $4.49M | Sell |
12,299
-1,003
| -8% | -$366K | 2.15% | 6 |
|
|
2020
Q1 | $3.38M | Sell |
13,302
-1,161
| -8% | -$295K | 1.95% | 7 |
|
|
2019
Q4 | $4.25M | Sell |
14,463
-458
| -3% | -$134K | 1.84% | 9 |
|
|
2019
Q3 | $3.34M | Buy |
14,921
+361
| +2% | +$80.9K | 1.63% | 12 |
|
|
2019
Q2 | $2.91M | Sell |
14,560
-283
| -2% | -$56.6K | 1.48% | 21 |
|
|
2019
Q1 | $2.82M | Buy |
14,843
+691
| +5% | +$131K | 1.48% | 20 |
|
|
2018
Q4 | $2.23M | Buy |
14,152
+1,971
| +16% | +$311K | 1.32% | 22 |
|
|
2018
Q3 | $2.75M | Sell |
12,181
-716
| -6% | -$162K | 1.46% | 16 |
|
|
2018
Q2 | $2.39M | Sell |
12,897
-290
| -2% | -$53.7K | 1.33% | 21 |
|
|
2018
Q1 | $2.21M | Sell |
13,187
-323
| -2% | -$54.2K | 1.27% | 21 |
|
|
2017
Q4 | $2.29M | Sell |
13,510
-1,201
| -8% | -$203K | 1.31% | 22 |
|
|
2017
Q3 | $2.27M | Sell |
14,711
-634
| -4% | -$97.7K | 1.35% | 24 |
|
|
2017
Q2 | $2.21M | Sell |
15,345
-225
| -1% | -$32.4K | 1.46% | 23 |
|
|
2017
Q1 | $2.24M | Buy |
15,570
+239
| +2% | +$34.3K | 1.43% | 20 |
|
|
2016
Q4 | $1.78M | Sell |
15,331
-261
| -2% | -$30.2K | 1.19% | 29 |
|
|
2016
Q3 | $1.76M | Sell |
15,592
-720
| -4% | -$81.4K | 1.22% | 29 |
|
|
2016
Q2 | $1.56M | Sell |
16,312
-890
| -5% | -$85.1K | 1.16% | 31 |
|
|
2016
Q1 | $1.88M | Buy |
17,202
+1,446
| +9% | +$158K | 1.22% | 26 |
|
|
2015
Q4 | $1.66M | Buy |
15,756
+2,405
| +18% | +$253K | 1.11% | 26 |
|
|
2015
Q3 | $1.47M | Buy |
13,351
+1,029
| +8% | +$114K | 1.11% | 25 |
|
|
2015
Q2 | $1.55M | Sell |
12,322
-295
| -2% | -$37K | 1.09% | 30 |
|
|
2015
Q1 | $1.57M | Sell |
12,617
-1,262
| -9% | -$157K | 1.09% | 29 |
|
|
2014
Q4 | $1.53M | Buy |
13,879
+319
| +2% | +$35.2K | 1.09% | 29 |
|
|
2014
Q3 | $1.37M | Sell |
13,560
-310
| -2% | -$31.2K | 1.05% | 32 |
|
|
2014
Q2 | $1.29M | Buy |
13,870
+12,457
| +882% | +$1.16M | 0.99% | 36 |
|
|
2014
Q1 | $625K | Sell |
1,413
-381
| -21% | -$169K | 0.56% | 60 |
|
|
2013
Q4 | $1.01M | Buy |
1,794
+217
| +14% | +$122K | 0.82% | 42 |
|
|
2013
Q3 | $752K | Buy |
1,577
+24
| +2% | +$11.4K | 0.66% | 53 |
|
|
2013
Q2 | $616K | Buy |
+1,553
| New | +$616K | 0.46% | 65 |
|