LWM
Laidlaw Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
13,370
-2,117
| -14% | -$434K | 7.91% | 3 |
|
|
2025
Q1 | $3.44M | Sell |
15,487
-24,402
| -61% | -$5.42M | 10.13% | 1 |
|
|
2024
Q4 | $9.99M | Buy |
39,889
+642
| +2% | +$161K | 4.35% | 2 |
|
|
2024
Q3 | $9.14M | Buy |
39,247
+9,598
| +32% | +$2.24M | 4.52% | 1 |
|
|
2024
Q2 | $6.24M | Sell |
29,649
-6,554
| -18% | -$1.38M | 3.43% | 3 |
|
|
2024
Q1 | $6.21M | Sell |
36,203
-90,886
| -72% | -$15.6M | 3.46% | 2 |
|
|
2023
Q4 | $24.5M | Sell |
127,089
-14,755
| -10% | -$2.84M | 8.89% | 1 |
|
|
2023
Q3 | $24.3M | Sell |
141,844
-56,800
| -29% | -$9.72M | 8.03% | 1 |
|
|
2023
Q2 | $38.5M | Sell |
198,644
-6,661
| -3% | -$1.29M | 7.54% | 1 |
|
|
2023
Q1 | $33.9M | Sell |
205,305
-122
| -0.1% | -$20.1K | 6.91% | 1 |
|
|
2022
Q4 | $26.7M | Sell |
205,427
-5,747
| -3% | -$747K | 5.72% | 1 |
|
|
2022
Q3 | $29.2M | Sell |
211,174
-13,362
| -6% | -$1.85M | 6.82% | 1 |
|
|
2022
Q2 | $30.7M | Buy |
224,536
+566
| +0.3% | +$77.4K | 6.26% | 1 |
|
|
2022
Q1 | $39.1M | Sell |
223,970
-3,380
| -1% | -$590K | 6.53% | 1 |
|
|
2021
Q4 | $40.4M | Sell |
227,350
-4,583
| -2% | -$814K | 6.45% | 1 |
|
|
2021
Q3 | $32.8M | Buy |
231,933
+5,127
| +2% | +$725K | 8.41% | 1 |
|
|
2021
Q2 | $31.1M | Buy |
226,806
+7,756
| +4% | +$1.06M | 8.01% | 1 |
|
|
2021
Q1 | $26.8M | Sell |
219,050
-10,977
| -5% | -$1.34M | 9.14% | 1 |
|
|
2020
Q4 | $30.5M | Buy |
230,027
+84,114
| +58% | +$11.2M | 6.43% | 1 |
|
|
2020
Q3 | $16.9M | Buy |
145,913
+109,038
| +296% | +$12.6M | 7.5% | 1 |
|
|
2020
Q2 | $13.5M | Buy |
36,875
+1,355
| +4% | +$494K | 7.02% | 1 |
|
|
2020
Q1 | $9.03M | Sell |
35,520
-86
| -0.2% | -$21.9K | 5.92% | 1 |
|
|
2019
Q4 | $10.5M | Buy |
+35,606
| New | +$10.5M | 6.61% | 1 |
|