TA
TrueWealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
11,030
-330
| -3% | -$67.7K | 0.67% | 30 |
|
|
2025
Q1 | $2.52M | Buy |
11,360
+52
| +0.5% | +$11.6K | 0.83% | 25 |
|
|
2024
Q4 | $2.83M | Sell |
11,308
-1,068
| -9% | -$267K | 0.95% | 23 |
|
|
2024
Q3 | $2.88M | Sell |
12,376
-292
| -2% | -$68K | 0.96% | 23 |
|
|
2024
Q2 | $2.67M | Buy |
12,668
+77
| +0.6% | +$16.2K | 0.99% | 20 |
|
|
2024
Q1 | $2.16M | Buy |
12,591
+670
| +6% | +$115K | 0.83% | 27 |
|
|
2023
Q4 | $2.3M | Sell |
11,921
-629
| -5% | -$121K | 0.89% | 23 |
|
|
2023
Q3 | $2.15M | Buy |
12,550
+166
| +1% | +$28.4K | 0.91% | 23 |
|
|
2023
Q2 | $2.4M | Sell |
12,384
-87
| -0.7% | -$16.9K | 0.99% | 24 |
|
|
2023
Q1 | $2.06M | Sell |
12,471
-518
| -4% | -$85.4K | 0.86% | 27 |
|
|
2022
Q4 | $1.69M | Sell |
12,989
-113
| -0.9% | -$14.7K | 0.74% | 28 |
|
|
2022
Q3 | $1.81M | Sell |
13,102
-297
| -2% | -$41.1K | 0.86% | 23 |
|
|
2022
Q2 | $1.83M | Buy |
13,399
+1,301
| +11% | +$178K | 0.85% | 26 |
|
|
2022
Q1 | $2.15M | Hold |
12,098
| – | – | 0.96% | 26 |
|
|
2021
Q4 | $2.15M | Buy |
12,098
+3,987
| +49% | +$708K | 0.96% | 26 |
|
|
2021
Q3 | $1.15M | Sell |
8,111
-71
| -0.9% | -$10K | 0.65% | 36 |
|
|
2021
Q2 | $1.12M | Sell |
8,182
-61
| -0.7% | -$8.36K | 0.65% | 33 |
|
|
2021
Q1 | $1.1M | Buy |
8,243
+1,739
| +27% | +$231K | 0.71% | 29 |
|
|
2020
Q4 | $839K | Buy |
+6,504
| New | +$839K | 0.72% | 38 |
|