Twelve Points Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.73M	Buy	18,647 +813	+5%	+$212K	1.04%	18
2025 Q4	$4.63M	Buy	17,834 +311	+2%	+$83.5K	1.04%	20
2025 Q3	$4.46M	Sell	17,523 -6	-0%	-$1.35K	1.11%	18
2025 Q2	$3.6M	Sell	17,529 -172	-1%	-$34.7K	0.97%	23
2025 Q1	$3.93M	Buy	17,701 +466	+3%	+$108K	1.07%	17
2024 Q4	$4.32M	Sell	17,235 -1,278	-7%	-$301K	1.24%	13
2024 Q3	$4.31M	Sell	18,513 -513	-3%	-$115K	1.36%	12
2024 Q2	$4.01M	Buy	19,026 +10,911	+134%	+$2.03M	1.41%	11
2024 Q1	$1.39M	Sell	8,115 -825	-9%	-$150K	0.51%	49
2023 Q4	$1.72M	Sell	8,940 -1,504	-14%	-$278K	0.82%	30
2023 Q3	$1.79M	Buy	10,444 +2,002	+24%	+$367K	0.89%	29
2023 Q2	$1.64M	Buy	8,442 +3,259	+63%	+$568K	0.87%	30
2023 Q1	$855K	Buy	5,183 +251	+5%	+$37K	0.49%	64
2022 Q4	$641K	Sell	4,932 -35	-0.7%	-$5K	0.44%	69
2022 Q3	$686K	Buy	4,967 +265	+6%	+$41.6K	0.53%	61
2022 Q2	$643K	Buy	4,702 +113	+2%	+$17.1K	0.5%	73
2022 Q1	$801K	Buy	4,589 +487	+12%	+$81.9K	0.6%	52
2021 Q4	$728K	Buy	+4,102	New	+$648K	0.59%	55