Ownership history in TCWP LLC · 11 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 19,410 | — | 0% | 10.03% | $4.1M | $231.48 |
| 2024 Q2 | ADDED | 19,410 | +42 | +0.2% | 10.03% | $4.1M | $209.00 |
| 2024 Q1 | REDUCED | 19,368 | -368 | -1.9% | 8.83% | $3.3M | $169.93 |
| 2023 Q4 | REDUCED | 19,736 | -31,804 | -61.7% | 10.74% | $3.8M | $190.55 |
As of 2025 Q4 — sorted by position size