LSPW
Lake Street Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
149,472
-839
| -0.6% | -$172K | 4.36% | 4 |
|
|
2025
Q1 | $33.4M | Sell |
150,311
-10,715
| -7% | -$2.38M | 5.44% | 2 |
|
|
2024
Q4 | $40.3M | Sell |
161,026
-15,305
| -9% | -$3.83M | 6.44% | 1 |
|
|
2024
Q3 | $41.1M | Sell |
176,331
-41,462
| -19% | -$9.66M | 6.58% | 1 |
|
|
2024
Q2 | $45.9M | Buy |
217,793
+4,436
| +2% | +$934K | 5.94% | 1 |
|
|
2024
Q1 | $36.6M | Sell |
213,357
-2,228
| -1% | -$382K | 5.05% | 1 |
|
|
2023
Q4 | $41.5M | Sell |
215,585
-96
| -0% | -$18.5K | 6.54% | 1 |
|
|
2023
Q3 | $36.8M | Buy |
215,681
+1,084
| +0.5% | +$185K | 6.62% | 1 |
|
|
2023
Q2 | $41.6M | Sell |
214,597
-7,533
| -3% | -$1.46M | 7.31% | 1 |
|
|
2023
Q1 | $36.6M | Sell |
222,130
-13,011
| -6% | -$2.15M | 6.83% | 1 |
|
|
2022
Q4 | $30.6M | Buy |
235,141
+3,368
| +1% | +$438K | 6.32% | 1 |
|
|
2022
Q3 | $32M | Sell |
231,773
-9,583
| -4% | -$1.32M | 7.36% | 1 |
|
|
2022
Q2 | $33M | Sell |
241,356
-7,237
| -3% | -$989K | 6.95% | 1 |
|
|
2022
Q1 | $43.4M | Sell |
248,593
-7,391
| -3% | -$1.29M | 7.8% | 1 |
|
|
2021
Q4 | $45.5M | Buy |
255,984
+33,134
| +15% | +$5.88M | 7.98% | 1 |
|
|
2021
Q3 | $31.5M | Buy |
222,850
+16,242
| +8% | +$2.3M | 7.66% | 1 |
|
|
2021
Q2 | $28.4M | Buy |
206,608
+1,183
| +0.6% | +$162K | 7.22% | 1 |
|
|
2021
Q1 | $25.1M | Sell |
205,425
-4,572
| -2% | -$558K | 6.93% | 1 |
|
|
2020
Q4 | $27.9M | Sell |
209,997
-2,048
| -1% | -$272K | 8.05% | 1 |
|
|
2020
Q3 | $24.6M | Buy |
212,045
+156,469
| +282% | +$18.1M | 8.25% | 1 |
|
|
2020
Q2 | $20.3M | Buy |
55,576
+579
| +1% | +$211K | 7.51% | 1 |
|
|
2020
Q1 | $14M | Buy |
54,997
+279
| +0.5% | +$70.9K | 6.37% | 1 |
|
|
2019
Q4 | $16.1M | Buy |
54,718
+2,613
| +5% | +$767K | 6.15% | 1 |
|
|
2019
Q3 | $11.7M | Sell |
52,105
-1,365
| -3% | -$306K | 5.31% | 1 |
|
|
2019
Q2 | $10.6M | Buy |
53,470
+4,909
| +10% | +$972K | 6.23% | 1 |
|
|
2019
Q1 | $9.22M | Buy |
+48,561
| New | +$9.22M | 6.34% | 1 |
|