Lakeridge 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
2025
Q3
$6.67M Sell
2025
Q2
$5.54M Sell
2025
Q1
$6.32M Sell
2024
Q4
$7.23M Sell
2024
Q3
$6.79M Sell
2024
Q2
$6.22M Buy
2024
Q1
$5.06M Sell
2023
Q4
$5.73M Buy