LWA
Lantern Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
+35,774
| New | +$7.34M | 4.37% | 2 |
|
|
2024
Q4 | $10.9M | Buy |
43,644
+4,418
| +11% | +$1.11M | 7.09% | 1 |
|
|
2024
Q3 | $9.14M | Sell |
39,226
-26
| -0.1% | -$6.06K | 6.33% | 1 |
|
|
2024
Q2 | $8.27M | Sell |
39,252
-610
| -2% | -$128K | 5.99% | 2 |
|
|
2024
Q1 | $6.84M | Sell |
39,862
-2,762
| -6% | -$474K | 4.8% | 3 |
|
|
2023
Q4 | $8.21M | Buy |
+42,624
| New | +$8.21M | 6.43% | 1 |
|