JPLA
Joseph P. Lucia & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
41,185
+362
| +0.9% | +$74.3K | 3.46% | 2 |
|
|
2025
Q1 | $9.07M | Sell |
40,823
-2,384
| -6% | -$530K | 4.14% | 1 |
|
|
2024
Q4 | $10.8M | Sell |
43,207
-690
| -2% | -$173K | 4.81% | 1 |
|
|
2024
Q3 | $10.2M | Sell |
43,897
-126
| -0.3% | -$29.4K | 4.71% | 1 |
|
|
2024
Q2 | $9.27M | Buy |
44,023
+397
| +0.9% | +$83.6K | 4.75% | 2 |
|
|
2024
Q1 | $7.48M | Buy |
43,626
+466
| +1% | +$79.9K | 4.01% | 3 |
|
|
2023
Q4 | $8.31M | Buy |
43,160
+9
| +0% | +$1.73K | 5.17% | 1 |
|
|
2023
Q3 | $7.39M | Buy |
43,151
+433
| +1% | +$74.1K | 5.17% | 1 |
|
|
2023
Q2 | $8.29M | Sell |
42,718
-910
| -2% | -$177K | 5.55% | 1 |
|
|
2023
Q1 | $7.19M | Buy |
43,628
+1,333
| +3% | +$220K | 5.01% | 1 |
|
|
2022
Q4 | $5.5M | Buy |
42,295
+4,240
| +11% | +$551K | 4.12% | 2 |
|
|
2022
Q3 | $5.26M | Buy |
38,055
+2,530
| +7% | +$350K | 4.13% | 2 |
|
|
2022
Q2 | $4.86M | Buy |
35,525
+2,896
| +9% | +$396K | 3.43% | 4 |
|
|
2022
Q1 | $5.7M | Buy |
32,629
+2,204
| +7% | +$385K | 3.47% | 3 |
|
|
2021
Q4 | $5.4M | Buy |
30,425
+1,464
| +5% | +$260K | 3.43% | 3 |
|
|
2021
Q3 | $4.1M | Buy |
28,961
+37
| +0.1% | +$5.24K | 2.43% | 7 |
|
|
2021
Q2 | $3.96M | Buy |
28,924
+86
| +0.3% | +$11.8K | 2.37% | 8 |
|
|
2021
Q1 | $3.52M | Buy |
28,838
+455
| +2% | +$55.6K | 1.57% | 10 |
|
|
2020
Q4 | $3.77M | Sell |
28,383
-121
| -0.4% | -$16.1K | 2.63% | 5 |
|
|
2020
Q3 | $3.3M | Buy |
28,504
+21,156
| +288% | +$2.45M | 3.08% | 7 |
|
|
2020
Q2 | $2.68M | Sell |
7,348
-271
| -4% | -$98.9K | 2.41% | 10 |
|
|
2020
Q1 | $1.94M | Buy |
7,619
+569
| +8% | +$145K | 2.16% | 12 |
|
|
2019
Q4 | $2.07M | Sell |
7,050
-9
| -0.1% | -$2.64K | 1.88% | 16 |
|
|
2019
Q3 | $1.58M | Buy |
7,059
+4
| +0.1% | +$896 | 1.63% | 18 |
|
|
2019
Q2 | $1.4M | Sell |
7,055
-1,085,259
| -99% | -$215M | 1.46% | 20 |
|
|
2019
Q1 | $5.46K | Buy |
+1,092,314
| New | +$5.46K | 0.41% | 49 |
|