Lakeshore Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Buy |
39,099
+589
| +2% | +$121K | 3.22% | 9 |
|
|
2025
Q1 | $8.55M | Buy |
38,510
+5,505
| +17% | +$1.22M | 3.56% | 8 |
|
|
2024
Q4 | $8.27M | Sell |
33,005
-381
| -1% | -$95.4K | 3.53% | 9 |
|
|
2024
Q3 | $7.78M | Buy |
33,386
+147
| +0.4% | +$34.3K | 3.43% | 11 |
|
|
2024
Q2 | $7M | Sell |
33,239
-229
| -0.7% | -$48.2K | 3.42% | 11 |
|
|
2024
Q1 | $5.74M | Buy |
33,468
+438
| +1% | +$75.1K | 2.9% | 11 |
|
|
2023
Q4 | $6.36M | Sell |
33,030
-711
| -2% | -$137K | 3.53% | 10 |
|
|
2023
Q3 | $5.78M | Buy |
+33,741
| New | +$5.78M | 3.29% | 10 |
|