TWD
True Wealth Design’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
7,449
+230
| +3% | +$47.2K | 0.54% | 20 |
|
|
2025
Q1 | $1.6M | Buy |
7,219
+110
| +2% | +$24.4K | 0.61% | 15 |
|
|
2024
Q4 | $1.78M | Buy |
7,109
+880
| +14% | +$220K | 0.69% | 15 |
|
|
2024
Q3 | $1.45M | Sell |
6,229
-3,591
| -37% | -$837K | 0.57% | 15 |
|
|
2024
Q2 | $2.07M | Buy |
9,820
+951
| +11% | +$200K | 0.51% | 22 |
|
|
2024
Q1 | $1.52M | Buy |
8,869
+111
| +1% | +$19K | 0.38% | 24 |
|
|
2023
Q4 | $1.69M | Buy |
8,758
+817
| +10% | +$157K | 0.47% | 23 |
|
|
2023
Q3 | $1.36M | Sell |
7,941
-2
| -0% | -$342 | 0.46% | 23 |
|
|
2023
Q2 | $1.54M | Sell |
7,943
-1,723
| -18% | -$334K | 0.56% | 21 |
|
|
2023
Q1 | $1.59M | Buy |
9,666
+5
| +0.1% | +$824 | 0.67% | 23 |
|
|
2022
Q4 | $1.26M | Buy |
+9,661
| New | +$1.26M | 0.58% | 21 |
|