LA
Latitude Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
11,708
+337
| +3% | +$69.1K | 1.21% | 12 |
|
|
2025
Q1 | $2.53M | Buy |
11,371
+398
| +4% | +$88.4K | 1.47% | 11 |
|
|
2024
Q4 | $2.75M | Sell |
10,973
-6,263
| -36% | -$1.57M | 1.55% | 13 |
|
|
2024
Q3 | $4.02M | Buy |
17,236
+50
| +0.3% | +$11.7K | 2.27% | 6 |
|
|
2024
Q2 | $3.62M | Sell |
17,186
-901
| -5% | -$190K | 2.21% | 6 |
|
|
2024
Q1 | $3.1M | Buy |
18,087
+295
| +2% | +$50.6K | 1.94% | 9 |
|
|
2023
Q4 | $3.43M | Sell |
17,792
-137
| -0.8% | -$26.4K | 2.41% | 6 |
|
|
2023
Q3 | $3.07M | Buy |
17,929
+276
| +2% | +$47.3K | 2.2% | 8 |
|
|
2023
Q2 | $3.42M | Sell |
17,653
-37
| -0.2% | -$7.18K | 2.38% | 7 |
|
|
2023
Q1 | $2.92M | Sell |
17,690
-806
| -4% | -$133K | 2.11% | 8 |
|
|
2022
Q4 | $2.4M | Sell |
18,496
-1,248
| -6% | -$162K | 1.8% | 9 |
|
|
2022
Q3 | $2.73M | Buy |
19,744
+2,053
| +12% | +$284K | 2.25% | 10 |
|
|
2022
Q2 | $2.42M | Sell |
17,691
-40,408
| -70% | -$5.53M | 2.22% | 10 |
|
|
2022
Q1 | $10.1M | Buy |
58,099
+17,219
| +42% | +$3.01M | 2.28% | 8 |
|
|
2021
Q4 | $7.26M | Buy |
40,880
+1,655
| +4% | +$294K | 2.03% | 5 |
|
|
2021
Q3 | $5.55M | Buy |
39,225
+19,438
| +98% | +$2.75M | 1.76% | 7 |
|
|
2021
Q2 | $2.71M | Buy |
19,787
+26
| +0.1% | +$3.56K | 2.01% | 7 |
|
|
2021
Q1 | $2.41M | Buy |
19,761
+429
| +2% | +$52.4K | 1.98% | 9 |
|
|
2020
Q4 | $2.57M | Buy |
+19,332
| New | +$2.57M | 2.27% | 5 |
|