Landmark Wealth Management (Illinois)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
36,164
+212
| +0.6% | +$43.5K | 3.18% | 10 |
|
|
2025
Q1 | $7.99M | Hold |
35,952
| – | – | 3.81% | 8 |
|
|
2024
Q4 | $9M | Buy |
35,952
+6,947
| +24% | +$1.74M | 4.38% | 9 |
|
|
2024
Q3 | $6.76M | Sell |
29,005
-153
| -0.5% | -$35.6K | 3.37% | 11 |
|
|
2024
Q2 | $6.14M | Sell |
29,158
-419
| -1% | -$88.3K | 3.38% | 10 |
|
|
2024
Q1 | $5.07M | Sell |
29,577
-6
| -0% | -$1.03K | 52.22% | 1 |
|
|
2023
Q4 | $5.7M | Buy |
+29,583
| New | +$5.7M | 58.77% | 1 |
|