Lantz Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69M | Sell |
32,613
-131
| -0.4% | -$26.9K | 1.67% | 12 |
|
|
2025
Q1 | $7.27M | Sell |
32,744
-375
| -1% | -$83.3K | 1.99% | 9 |
|
|
2024
Q4 | $8.29M | Buy |
33,119
+537
| +2% | +$134K | 2.21% | 7 |
|
|
2024
Q3 | $7.59M | Buy |
32,582
+2,831
| +10% | +$660K | 2.06% | 8 |
|
|
2024
Q2 | $6.27M | Buy |
29,751
+2,361
| +9% | +$497K | 1.95% | 8 |
|
|
2024
Q1 | $4.7M | Buy |
27,390
+1,615
| +6% | +$277K | 1.51% | 9 |
|
|
2023
Q4 | $4.96M | Buy |
25,775
+517
| +2% | +$99.5K | 1.79% | 8 |
|
|
2023
Q3 | $4.32M | Sell |
25,258
-37
| -0.1% | -$6.34K | 1.72% | 10 |
|
|
2023
Q2 | $4.91M | Buy |
25,295
+1,062
| +4% | +$206K | 1.92% | 8 |
|
|
2023
Q1 | $4M | Sell |
24,233
-198
| -0.8% | -$32.7K | 1.66% | 9 |
|
|
2022
Q4 | $3.17M | Buy |
24,431
+976
| +4% | +$127K | 1.44% | 13 |
|
|
2022
Q3 | $3.24M | Buy |
23,455
+434
| +2% | +$60K | 1.69% | 11 |
|
|
2022
Q2 | $3.15M | Sell |
23,021
-10
| -0% | -$1.37K | 1.42% | 14 |
|
|
2022
Q1 | $4.02M | Sell |
23,031
-1,125
| -5% | -$196K | 1.64% | 10 |
|
|
2021
Q4 | $4.29M | Sell |
24,156
-742
| -3% | -$132K | 1.98% | 7 |
|
|
2021
Q3 | $3.52M | Buy |
24,898
+58
| +0.2% | +$8.21K | 1.81% | 7 |
|
|
2021
Q2 | $3.4M | Sell |
24,840
-185
| -0.7% | -$25.3K | 1.75% | 8 |
|
|
2021
Q1 | $3.06M | Sell |
25,025
-201
| -0.8% | -$24.6K | 1.74% | 9 |
|
|
2020
Q4 | $3.35M | Buy |
25,226
+1,328
| +6% | +$176K | 2.09% | 8 |
|
|
2020
Q3 | $2.77M | Buy |
23,898
+210
| +0.9% | +$24.3K | 1.86% | 8 |
|
|
2020
Q2 | $2.16M | Sell |
23,688
-1,840
| -7% | -$168K | 1.55% | 9 |
|
|
2020
Q1 | $1.62M | Sell |
25,528
-680
| -3% | -$43.2K | 1.27% | 13 |
|
|
2019
Q4 | $1.92M | Sell |
26,208
-1,648
| -6% | -$121K | 1.14% | 17 |
|
|
2019
Q3 | $1.53M | Buy |
27,856
+1,136
| +4% | +$62.2K | 1.03% | 21 |
|
|
2019
Q2 | $1.35M | Sell |
26,720
-2,668
| -9% | -$135K | 0.92% | 37 |
|
|
2019
Q1 | $1.4M | Buy |
+29,388
| New | +$1.4M | 1.01% | 29 |
|