LI
Lafayette Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
58,335
+429
| +0.7% | +$88K | 2.42% | 9 |
|
|
2025
Q1 | $12.9M | Sell |
57,906
-458
| -0.8% | -$102K | 2.72% | 8 |
|
|
2024
Q4 | $14.6M | Buy |
58,364
+65
| +0.1% | +$16.3K | 3.13% | 6 |
|
|
2024
Q3 | $13.6M | Sell |
58,299
-56
| -0.1% | -$13K | 2.86% | 7 |
|
|
2024
Q2 | $12.3M | Buy |
58,355
+82
| +0.1% | +$17.3K | 2.79% | 8 |
|
|
2024
Q1 | $9.99M | Buy |
58,273
+956
| +2% | +$164K | 2.24% | 13 |
|
|
2023
Q4 | $11M | Sell |
57,317
-241
| -0.4% | -$46.4K | 2.74% | 6 |
|
|
2023
Q3 | $9.85M | Sell |
57,558
-440
| -0.8% | -$75.3K | 2.69% | 6 |
|
|
2023
Q2 | $11.2M | Sell |
57,998
-439
| -0.8% | -$85.2K | 2.96% | 5 |
|
|
2023
Q1 | $9.64M | Buy |
58,437
+55
| +0.1% | +$9.07K | 2.67% | 7 |
|
|
2022
Q4 | $7.59M | Sell |
58,382
-1,561
| -3% | -$203K | 2.13% | 15 |
|
|
2022
Q3 | $8.28M | Sell |
59,943
-847
| -1% | -$117K | 2.56% | 7 |
|
|
2022
Q2 | $8.31M | Buy |
60,790
+56
| +0.1% | +$7.66K | 2.4% | 8 |
|
|
2022
Q1 | $10.6M | Sell |
60,734
-273
| -0.4% | -$47.7K | 2.63% | 6 |
|
|
2021
Q4 | $10.8M | Sell |
61,007
-570
| -0.9% | -$101K | 2.71% | 8 |
|
|
2021
Q3 | $8.71M | Sell |
61,577
-929
| -1% | -$131K | 2.36% | 9 |
|
|
2021
Q2 | $8.56M | Buy |
62,506
+14,346
| +30% | +$1.96M | 2.33% | 9 |
|
|
2021
Q1 | $5.88M | Sell |
48,160
-1,455
| -3% | -$178K | 1.88% | 20 |
|
|
2020
Q4 | $6.58M | Sell |
49,615
-34
| -0.1% | -$4.51K | 2.24% | 11 |
|
|
2020
Q3 | $5.75M | Buy |
49,649
+34,796
| +234% | +$4.03M | 2.2% | 11 |
|
|
2020
Q2 | $5.42M | Sell |
14,853
-20
| -0.1% | -$7.3K | 2.26% | 10 |
|
|
2020
Q1 | $3.78M | Sell |
14,873
-3,000
| -17% | -$763K | 1.82% | 18 |
|
|
2019
Q4 | $5.25M | Sell |
17,873
-848
| -5% | -$249K | 1.82% | 21 |
|
|
2019
Q3 | $4.19M | Hold |
18,721
| – | – | 1.52% | 28 |
|
|
2019
Q2 | $3.71M | Buy |
18,721
+150
| +0.8% | +$29.7K | 1.31% | 30 |
|
|
2019
Q1 | $3.53M | Buy |
18,571
+2,649
| +17% | +$503K | 1.3% | 29 |
|
|
2018
Q4 | $2.51M | Buy |
15,922
+11,135
| +233% | +$1.76M | 1.01% | 33 |
|
|
2018
Q3 | $1.08M | Sell |
4,787
-135
| -3% | -$30.5K | 0.37% | 43 |
|
|
2018
Q2 | $911K | Buy |
4,922
+111
| +2% | +$20.5K | 0.33% | 46 |
|
|
2018
Q1 | $807K | Buy |
4,811
+3,583
| +292% | +$601K | 0.3% | 47 |
|
|
2017
Q4 | $208K | Buy |
+1,228
| New | +$208K | 0.07% | 76 |
|