Lake Hills Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
10,476
+134
| +1% | +$27.5K | 1.23% | 16 |
|
|
2025
Q1 | $2.3M | Sell |
10,342
-300
| -3% | -$66.6K | 1.59% | 17 |
|
|
2024
Q4 | $2.67M | Sell |
10,642
-124
| -1% | -$31.1K | 1.82% | 23 |
|
|
2024
Q3 | $2.51M | Sell |
10,766
-100
| -0.9% | -$23.3K | 1.68% | 23 |
|
|
2024
Q2 | $2.29M | Sell |
10,866
-77
| -0.7% | -$16.2K | 1.64% | 22 |
|
|
2024
Q1 | $1.88M | Sell |
10,943
-5,742
| -34% | -$985K | 1.69% | 25 |
|
|
2023
Q4 | $3.21M | Buy |
16,685
+82
| +0.5% | +$15.8K | 3.21% | 11 |
|
|
2023
Q3 | $2.84M | Hold |
16,603
| – | – | 2.88% | 8 |
|
|
2023
Q2 | $3.22M | Sell |
16,603
-226
| -1% | -$43.8K | 3.51% | 12 |
|
|
2023
Q1 | $2.78M | Sell |
16,829
-672
| -4% | -$111K | 2.9% | 11 |
|
|
2022
Q4 | $2.27M | Buy |
+17,501
| New | +$2.27M | 2.27% | 12 |
|
|
2022
Q3 | – | Sell |
-23,523
| Closed | -$3.22M | – | 1 |
|
|
2022
Q2 | $3.22M | Sell |
23,523
-739
| -3% | -$101K | 2.38% | 13 |
|
|
2022
Q1 | $4.24M | Sell |
24,262
-2,737
| -10% | -$478K | 3.05% | 12 |
|
|
2021
Q4 | $4.79M | Buy |
+26,999
| New | +$4.79M | 3.39% | 11 |
|