Lakeside Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
8,475
-1,722
| -17% | -$353K | 1.12% | 19 |
|
|
2025
Q1 | $2.26M | Sell |
10,197
-300
| -3% | -$66.6K | 1.5% | 16 |
|
|
2024
Q4 | $2.63M | Buy |
10,497
+213
| +2% | +$53.3K | 1.74% | 14 |
|
|
2024
Q3 | $2.4M | Sell |
10,284
-587
| -5% | -$137K | 1.51% | 14 |
|
|
2024
Q2 | $2.29M | Sell |
10,871
-834
| -7% | -$176K | 1.49% | 16 |
|
|
2024
Q1 | $2.01M | Sell |
11,705
-51
| -0.4% | -$8.75K | 1.28% | 17 |
|
|
2023
Q4 | $2.26M | Hold |
11,756
| – | – | 1.57% | 14 |
|
|
2023
Q3 | $2.01M | Sell |
11,756
-74
| -0.6% | -$12.7K | 1.55% | 14 |
|
|
2023
Q2 | $2.29M | Hold |
11,830
| – | – | 1.69% | 14 |
|
|
2023
Q1 | $1.95M | Buy |
11,830
+175
| +2% | +$28.9K | 1.51% | 15 |
|
|
2022
Q4 | $1.51M | Buy |
11,655
+4
| +0% | +$520 | 1.24% | 18 |
|
|
2022
Q3 | $1.61M | Sell |
11,651
-400
| -3% | -$55.3K | 1.44% | 15 |
|
|
2022
Q2 | $1.65M | Hold |
12,051
| – | – | 1.4% | 16 |
|
|
2022
Q1 | $2.1M | Sell |
12,051
-850
| -7% | -$148K | 1.59% | 14 |
|
|
2021
Q4 | $2.29M | Buy |
+12,901
| New | +$2.29M | 1.69% | 14 |
|