LSIA
LaSalle St. Investment Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.3M | Sell |
59,838
-3,263
| -5% | -$669K | 3.37% | 5 |
|
2025
Q1 | $14M | Sell |
63,101
-6,565
| -9% | -$1.46M | 3.3% | 4 |
|
2024
Q4 | $17.4M | Buy |
69,666
+26,300
| +61% | +$6.59M | 5.41% | 2 |
|
2024
Q3 | $10.1M | Buy |
43,366
+9,118
| +27% | +$2.12M | 3.97% | 6 |
|
2024
Q2 | $7.21M | Buy |
34,248
+9,460
| +38% | +$1.99M | 3.6% | 6 |
|
2024
Q1 | $4.56M | Buy |
24,788
+5,144
| +26% | +$946K | 2.56% | 8 |
|
2023
Q4 | $37.8M | Sell |
19,644
-4,856
| -20% | -$9.35M | 2.54% | 6 |
|
2023
Q3 | $4.19M | Buy |
24,500
+3,993
| +19% | +$684K | 2.05% | 9 |
|
2023
Q2 | $3.98M | Sell |
20,507
-3,570
| -15% | -$692K | 1.76% | 11 |
|
2023
Q1 | $3.97M | Buy |
24,077
+8,169
| +51% | +$1.35M | 1.75% | 8 |
|
2022
Q4 | $2.07M | Buy |
+15,908
| New | +$2.07M | 0.98% | 24 |
|