LFG
Larson Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.2M | Buy |
376,225
+50,525
| +16% | +$10.4M | 3.09% | 4 |
|
|
2025
Q1 | $72.3M | Buy |
325,700
+35,068
| +12% | +$7.79M | 3.43% | 3 |
|
|
2024
Q4 | $72.8M | Buy |
290,632
+102,631
| +55% | +$25.7M | 3.76% | 4 |
|
|
2024
Q3 | $43.8M | Buy |
188,001
+36,010
| +24% | +$8.39M | 2.48% | 4 |
|
|
2024
Q2 | $32M | Buy |
151,991
+58,153
| +62% | +$12.2M | 2.18% | 5 |
|
|
2024
Q1 | $16.1M | Buy |
93,838
+4,274
| +5% | +$733K | 1.24% | 16 |
|
|
2023
Q4 | $17.2M | Sell |
89,564
-9,755
| -10% | -$1.88M | 1.51% | 11 |
|
|
2023
Q3 | $17M | Buy |
99,319
+13,138
| +15% | +$2.25M | 1.67% | 11 |
|
|
2023
Q2 | $16.7M | Buy |
86,181
+3,628
| +4% | +$704K | 1.67% | 11 |
|
|
2023
Q1 | $13.6M | Buy |
82,553
+13,312
| +19% | +$2.2M | 1.48% | 14 |
|
|
2022
Q4 | $9M | Sell |
69,241
-2,098
| -3% | -$273K | 1.08% | 24 |
|
|
2022
Q3 | $9.86M | Buy |
71,339
+22,413
| +46% | +$3.1M | 1.4% | 15 |
|
|
2022
Q2 | $6.69M | Buy |
48,926
+1,453
| +3% | +$199K | 1.16% | 23 |
|
|
2022
Q1 | $8.29M | Sell |
47,473
-1,564
| -3% | -$273K | 1.32% | 19 |
|
|
2021
Q4 | $8.71M | Buy |
49,037
+13,686
| +39% | +$2.43M | 1.38% | 19 |
|
|
2021
Q3 | $5M | Sell |
35,351
-494
| -1% | -$69.9K | 0.99% | 26 |
|
|
2021
Q2 | $4.91M | Sell |
35,845
-98
| -0.3% | -$13.4K | 1.14% | 24 |
|
|
2021
Q1 | $4.39M | Buy |
35,943
+2,520
| +8% | +$308K | 1.29% | 20 |
|
|
2020
Q4 | $4.44M | Buy |
33,423
+1,683
| +5% | +$223K | 1.51% | 18 |
|
|
2020
Q3 | $3.68M | Buy |
31,740
+22,818
| +256% | +$2.64M | 1.51% | 19 |
|
|
2020
Q2 | $3.26M | Sell |
8,922
-2,586
| -22% | -$943K | 1.55% | 21 |
|
|
2020
Q1 | $2.93M | Buy |
11,508
+1,253
| +12% | +$319K | 1.83% | 17 |
|
|
2019
Q4 | $3.01M | Sell |
10,255
-746
| -7% | -$219K | 1.73% | 16 |
|
|
2019
Q3 | $2.46M | Buy |
11,001
+299
| +3% | +$67K | 1.61% | 17 |
|
|
2019
Q2 | $2.12M | Buy |
10,702
+2,318
| +28% | +$459K | 1.57% | 14 |
|
|
2019
Q1 | $1.59M | Sell |
8,384
-567
| -6% | -$108K | 1.26% | 16 |
|
|
2018
Q4 | $1.41M | Buy |
8,951
+1,061
| +13% | +$167K | 1.31% | 18 |
|
|
2018
Q3 | $1.78M | Sell |
7,890
-273
| -3% | -$61.6K | 2.04% | 15 |
|
|
2018
Q2 | $1.51M | Sell |
8,163
-11
| -0.1% | -$2.04K | 1.74% | 16 |
|
|
2018
Q1 | $1.37M | Sell |
8,174
-3,511
| -30% | -$589K | 1.61% | 20 |
|
|
2017
Q4 | $1.98M | Buy |
+11,685
| New | +$1.98M | 1.66% | 14 |
|