TPWM
Twelve Points Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
17,529
-172
| -1% | -$35.3K | 0.97% | 23 |
|
|
2025
Q1 | $3.93M | Buy |
17,701
+466
| +3% | +$104K | 1.07% | 17 |
|
|
2024
Q4 | $4.32M | Sell |
17,235
-1,278
| -7% | -$320K | 1.24% | 13 |
|
|
2024
Q3 | $4.31M | Sell |
18,513
-513
| -3% | -$120K | 1.36% | 12 |
|
|
2024
Q2 | $4.01M | Buy |
19,026
+10,911
| +134% | +$2.3M | 1.41% | 11 |
|
|
2024
Q1 | $1.39M | Sell |
8,115
-825
| -9% | -$141K | 0.51% | 49 |
|
|
2023
Q4 | $1.72M | Sell |
8,940
-1,504
| -14% | -$290K | 0.82% | 30 |
|
|
2023
Q3 | $1.79M | Buy |
10,444
+2,002
| +24% | +$343K | 0.89% | 29 |
|
|
2023
Q2 | $1.64M | Buy |
8,442
+3,259
| +63% | +$632K | 0.87% | 30 |
|
|
2023
Q1 | $855K | Buy |
5,183
+251
| +5% | +$41.4K | 0.49% | 64 |
|
|
2022
Q4 | $641K | Sell |
4,932
-35
| -0.7% | -$4.55K | 0.44% | 69 |
|
|
2022
Q3 | $686K | Buy |
4,967
+265
| +6% | +$36.6K | 0.53% | 61 |
|
|
2022
Q2 | $643K | Buy |
4,702
+113
| +2% | +$15.5K | 0.5% | 73 |
|
|
2022
Q1 | $801K | Buy |
4,589
+487
| +12% | +$85K | 0.6% | 52 |
|
|
2021
Q4 | $728K | Buy |
+4,102
| New | +$728K | 0.59% | 55 |
|