TPWA
TRUE Private Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
107,875
-4,549
| -4% | -$933K | 2.49% | 13 |
|
|
2025
Q1 | $25M | Sell |
112,424
-3,960
| -3% | -$880K | 3.03% | 11 |
|
|
2024
Q4 | $29.1M | Sell |
116,384
-1,813
| -2% | -$454K | 3.54% | 9 |
|
|
2024
Q3 | $27.5M | Sell |
118,197
-31,176
| -21% | -$7.26M | 3.29% | 10 |
|
|
2024
Q2 | $31.5M | Sell |
149,373
-4,804
| -3% | -$1.01M | 3.56% | 7 |
|
|
2024
Q1 | $26.4M | Sell |
154,177
-9,325
| -6% | -$1.6M | 3.03% | 11 |
|
|
2023
Q4 | $31.5M | Buy |
163,502
+2,439
| +2% | +$470K | 3.98% | 8 |
|
|
2023
Q3 | $27.6M | Sell |
161,063
-2,192
| -1% | -$375K | 3.83% | 8 |
|
|
2023
Q2 | $31.7M | Sell |
163,255
-2,406
| -1% | -$467K | 4.68% | 7 |
|
|
2023
Q1 | $27.3M | Sell |
165,661
-2,783
| -2% | -$459K | 4.04% | 9 |
|
|
2022
Q4 | $21.9M | Sell |
168,444
-2,462
| -1% | -$320K | 3.37% | 7 |
|
|
2022
Q3 | $23.6M | Sell |
170,906
-2,922
| -2% | -$404K | 3.57% | 6 |
|
|
2022
Q2 | $23.8M | Buy |
173,828
+1,030
| +0.6% | +$141K | 3.46% | 8 |
|
|
2022
Q1 | $28.7M | Buy |
172,798
+2,044
| +1% | +$339K | 4.04% | 7 |
|
|
2021
Q4 | $30.3M | Buy |
170,754
+492
| +0.3% | +$87.4K | 4.31% | 5 |
|
|
2021
Q3 | $24.1M | Sell |
170,262
-556
| -0.3% | -$78.7K | 3.51% | 7 |
|
|
2021
Q2 | $23.4M | Buy |
170,818
+2,109
| +1% | +$289K | 3.48% | 9 |
|
|
2021
Q1 | $20.6M | Sell |
168,709
-1,239
| -0.7% | -$151K | 3.33% | 9 |
|
|
2020
Q4 | $22.6M | Sell |
169,948
-2,749
| -2% | -$365K | 3.78% | 6 |
|
|
2020
Q3 | $20M | Buy |
172,697
+125,128
| +263% | +$14.5M | 3.42% | 6 |
|
|
2020
Q2 | $17.4M | Buy |
47,569
+3,405
| +8% | +$1.24M | 3.17% | 8 |
|
|
2020
Q1 | $11.2M | Buy |
44,164
+2,643
| +6% | +$672K | 2.39% | 11 |
|
|
2019
Q4 | $12.2M | Buy |
41,521
+1,334
| +3% | +$392K | 1.87% | 10 |
|
|
2019
Q3 | $9M | Buy |
40,187
+1,518
| +4% | +$340K | 1.55% | 13 |
|
|
2019
Q2 | $7.65M | Sell |
38,669
-992
| -3% | -$196K | 1.3% | 14 |
|
|
2019
Q1 | $7.53M | Sell |
39,661
-14,876
| -27% | -$2.83M | 1.44% | 14 |
|
|
2018
Q4 | $8.6M | Buy |
54,537
+7,149
| +15% | +$1.13M | 1.52% | 14 |
|
|
2018
Q3 | $10.7M | Buy |
47,388
+36
| +0.1% | +$8.13K | 1.51% | 20 |
|
|
2018
Q2 | $8.77M | Buy |
47,352
+2,943
| +7% | +$545K | 1.38% | 17 |
|
|
2018
Q1 | $7.45M | Sell |
44,409
-260
| -0.6% | -$43.6K | 1.28% | 18 |
|
|
2017
Q4 | $7.56M | Buy |
44,669
+18,906
| +73% | +$3.2M | 1.31% | 18 |
|
|
2017
Q3 | $3.97M | Buy |
25,763
+205
| +0.8% | +$31.6K | 0.89% | 23 |
|
|
2017
Q2 | $3.68M | Sell |
25,558
-435
| -2% | -$62.6K | 0.85% | 27 |
|
|
2017
Q1 | $3.73M | Buy |
25,993
+537
| +2% | +$77K | 0.85% | 22 |
|
|
2016
Q4 | $3.28M | Buy |
25,456
+794
| +3% | +$102K | 0.8% | 24 |
|
|
2016
Q3 | $2.89M | Sell |
24,662
-3,099
| -11% | -$363K | 0.93% | 26 |
|
|
2016
Q2 | $2.65M | Sell |
27,761
-1,023
| -4% | -$97.8K | 0.89% | 27 |
|
|
2016
Q1 | $3.14M | Sell |
28,784
-498
| -2% | -$54.3K | 1.22% | 20 |
|
|
2015
Q4 | $3.08M | Buy |
+29,282
| New | +$3.08M | 1.36% | 19 |
|