Lane & Associates’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.74M | Buy |
16,836
+166
| +1% | +$36.9K | 2.02% | 14 |
|
|
2024
Q4 | $3.93M | Sell |
16,670
-1,377
| -8% | -$325K | 2.03% | 12 |
|
|
2024
Q3 | $4.2M | Sell |
18,047
-1,098
| -6% | -$256K | 2.29% | 10 |
|
|
2024
Q2 | $4.03M | Buy |
19,145
+128
| +0.7% | +$27K | 2.38% | 9 |
|
|
2024
Q1 | $3.26M | Buy |
19,017
+1,246
| +7% | +$214K | 2.05% | 12 |
|
|
2023
Q4 | $3.42M | Sell |
17,771
-47
| -0.3% | -$9.05K | 2.49% | 10 |
|
|
2023
Q3 | $3.05M | Buy |
17,818
+675
| +4% | +$116K | 2.45% | 10 |
|
|
2023
Q2 | $3.33M | Sell |
17,143
-203
| -1% | -$39.4K | 2.65% | 9 |
|
|
2023
Q1 | $2.86M | Sell |
17,346
-1,318
| -7% | -$217K | 2.55% | 10 |
|
|
2022
Q4 | $2.43M | Buy |
+18,664
| New | +$2.43M | 2.3% | 10 |
|