TSWM
Tyler-Stone Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
111,121
+21
| +0% | +$4.31K | 3.67% | 3 |
|
|
2025
Q1 | $24.7M | Sell |
111,100
-6,732
| -6% | -$1.5M | 4.43% | 2 |
|
|
2024
Q4 | $29.5M | Buy |
117,832
+1,488
| +1% | +$373K | 5.25% | 2 |
|
|
2024
Q3 | $27.1M | Buy |
116,344
+60,145
| +107% | +$14M | 5.12% | 2 |
|
|
2024
Q2 | $11.8M | Sell |
56,199
-361
| -0.6% | -$76K | 4.86% | 2 |
|
|
2024
Q1 | $9.7M | Sell |
56,560
-2,046
| -3% | -$351K | 4.29% | 2 |
|
|
2023
Q4 | $11.3M | Buy |
58,606
+550
| +0.9% | +$106K | 5.65% | 1 |
|
|
2023
Q3 | $9.94M | Sell |
58,056
-423
| -0.7% | -$72.4K | 5.67% | 1 |
|
|
2023
Q2 | $11.3M | Buy |
+58,479
| New | +$11.3M | 6.4% | 1 |
|
|
2022
Q4 | $7.31M | Buy |
56,226
+358
| +0.6% | +$46.5K | 4.97% | 1 |
|
|
2022
Q3 | $7.72M | Buy |
55,868
+1,144
| +2% | +$158K | 5.89% | 1 |
|
|
2022
Q2 | $7.48M | Sell |
54,724
-504
| -0.9% | -$68.9K | 4.99% | 1 |
|
|
2022
Q1 | $9.64M | Buy |
55,228
+2,649
| +5% | +$463K | 5.3% | 1 |
|
|
2021
Q4 | $9.34M | Buy |
+52,579
| New | +$9.34M | 4.94% | 1 |
|