Twele Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
2,640
-199
| -7% | -$40.8K | 0.11% | 32 |
|
|
2025
Q1 | $631K | Buy |
2,839
+2
| +0.1% | +$444 | 0.13% | 29 |
|
|
2024
Q4 | $711K | Sell |
2,837
-211
| -7% | -$52.8K | 0.15% | 29 |
|
|
2024
Q3 | $710K | Buy |
3,048
+1,846
| +154% | +$430K | 0.15% | 29 |
|
|
2024
Q2 | $253K | Buy |
+1,202
| New | +$253K | 0.06% | 38 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$231K | – | 38 |
|
|
2023
Q4 | $231K | Hold |
1,200
| – | – | 0.04% | 40 |
|
|
2023
Q3 | $205K | Hold |
1,200
| – | – | 0.04% | 41 |
|
|
2023
Q2 | $233K | Buy |
+1,200
| New | +$233K | 0.04% | 39 |
|