Twin Peaks Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
62,338
-1,153
| -2% | -$265K | 4.64% | 1 |
|
|
2025
Q1 | $12.8M | Sell |
63,491
-2,072
| -3% | -$419K | 5.85% | 1 |
|
|
2024
Q4 | $16.4M | Buy |
65,563
+6,101
| +10% | +$1.53M | 6.93% | 1 |
|
|
2024
Q3 | $13.9M | Sell |
59,462
-1,888
| -3% | -$440K | 6.39% | 1 |
|
|
2024
Q2 | $12.9M | Buy |
61,350
+4,355
| +8% | +$917K | 6.45% | 1 |
|
|
2024
Q1 | $9.77M | Sell |
56,995
-4,899
| -8% | -$840K | 5.43% | 2 |
|
|
2023
Q4 | $11.9M | Buy |
+61,894
| New | +$11.9M | 7.61% | 1 |
|