TWM
TSA Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
6,149
+783
| +15% | +$161K | 0.46% | 35 |
|
|
2025
Q1 | $1.19M | Buy |
5,366
+78
| +1% | +$17.3K | 0.47% | 33 |
|
|
2024
Q4 | $1.32M | Buy |
5,288
+20
| +0.4% | +$5.01K | 0.54% | 29 |
|
|
2024
Q3 | $1.23M | Buy |
5,268
+286
| +6% | +$66.6K | 0.49% | 29 |
|
|
2024
Q2 | $1.05M | Buy |
4,982
+1,024
| +26% | +$216K | 0.45% | 31 |
|
|
2024
Q1 | $679K | Buy |
3,958
+11
| +0.3% | +$1.89K | 0.3% | 34 |
|
|
2023
Q4 | $760K | Buy |
+3,947
| New | +$760K | 0.35% | 32 |
|