TrueWealth Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
2,312
+136
| +6% | +$27.9K | 0.26% | 24 |
|
|
2025
Q1 | $483K | Sell |
2,176
-3,034
| -58% | -$674K | 0.29% | 22 |
|
|
2024
Q4 | $1.3M | Hold |
5,210
| – | – | 0.81% | 16 |
|
|
2024
Q3 | $1.21M | Hold |
5,210
| – | – | 0.73% | 16 |
|
|
2024
Q2 | $1.1M | Hold |
5,210
| – | – | 0.71% | 16 |
|
|
2024
Q1 | $893K | Hold |
5,210
| – | – | 0.63% | 15 |
|
|
2023
Q4 | $1M | Hold |
5,210
| – | – | 0.76% | 14 |
|
|
2023
Q3 | $892K | Buy |
5,210
+3,552
| +214% | +$608K | 0.73% | 14 |
|
|
2023
Q2 | $322K | Buy |
+1,658
| New | +$322K | 0.27% | 16 |
|