LWM
Lakeridge Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
27,018
-1,432
| -5% | -$294K | 2.55% | 11 |
|
|
2025
Q1 | $6.32M | Sell |
28,450
-439
| -2% | -$97.5K | 3.16% | 7 |
|
|
2024
Q4 | $7.23M | Sell |
28,889
-247
| -0.8% | -$61.9K | 3.74% | 7 |
|
|
2024
Q3 | $6.79M | Sell |
29,136
-394
| -1% | -$91.8K | 3.73% | 5 |
|
|
2024
Q2 | $6.22M | Buy |
29,530
+23
| +0.1% | +$4.84K | 3.74% | 6 |
|
|
2024
Q1 | $5.06M | Sell |
29,507
-273
| -0.9% | -$46.8K | 3.28% | 7 |
|
|
2023
Q4 | $5.73M | Buy |
+29,780
| New | +$5.73M | 4.15% | 6 |
|