Twin City Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
1,885
-164
| -8% | -$33.7K | 0.32% | 79 |
|
|
2025
Q1 | $455K | Buy |
2,049
+75
| +4% | +$16.7K | 0.4% | 74 |
|
|
2024
Q4 | $494K | Buy |
1,974
+970
| +97% | +$243K | 0.44% | 71 |
|
|
2024
Q3 | $234K | Buy |
1,004
+34
| +4% | +$7.92K | 0.2% | 87 |
|
|
2024
Q2 | $204K | Sell |
970
-1,951
| -67% | -$411K | 0.19% | 85 |
|
|
2024
Q1 | $501K | Buy |
+2,921
| New | +$501K | 0.49% | 66 |
|