Lauer Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
2,053
-368
| -15% | -$83.6K | 0.39% | 27 |
|
|
2025
Q1 | $511K | Hold |
2,421
| – | – | 0.39% | 30 |
|
|
2024
Q4 | $606K | Sell |
2,421
-198
| -8% | -$49.6K | 0.41% | 24 |
|
|
2024
Q3 | $604K | Sell |
2,619
-33
| -1% | -$7.62K | 0.47% | 21 |
|
|
2024
Q2 | $604K | Sell |
2,652
-88
| -3% | -$20K | 0.48% | 20 |
|
|
2024
Q1 | $480K | Sell |
2,740
-115
| -4% | -$20.1K | 0.42% | 25 |
|
|
2023
Q4 | $554K | Sell |
2,855
-224
| -7% | -$43.4K | 0.51% | 25 |
|
|
2023
Q3 | $550K | Sell |
3,079
-20
| -0.6% | -$3.57K | 0.59% | 23 |
|
|
2023
Q2 | $599K | Sell |
3,099
-31
| -1% | -$5.99K | 0.62% | 23 |
|
|
2023
Q1 | $517K | Buy |
+3,130
| New | +$517K | 0.65% | 20 |
|