Lake Point Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$550K Buy
2022
Q1
$691K Sell
2021
Q4
$787K Buy
2021
Q3
$533K Sell
2021
Q2
$543K Buy
2020
Q1
$339K Buy
2019
Q4
$373K Buy
2019
Q2
$260K Hold
2019
Q1
$260K Sell
2018
Q4
$532K Buy