LWP
Laurel Wealth Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
2,485
-28
| -1% | -$5.75K | 0.29% | 43 |
|
|
2025
Q1 | $558K | Hold |
2,513
| – | – | 0.37% | 41 |
|
|
2024
Q4 | $629K | Sell |
2,513
-168
| -6% | -$42.1K | 0.41% | 40 |
|
|
2024
Q3 | $625K | Sell |
2,681
-1,200
| -31% | -$280K | 0.41% | 40 |
|
|
2024
Q2 | $817K | Sell |
3,881
-111
| -3% | -$23.4K | 0.57% | 34 |
|
|
2024
Q1 | $685K | Sell |
3,992
-150
| -4% | -$25.7K | 0.46% | 36 |
|
|
2023
Q4 | $797K | Buy |
4,142
+25
| +0.6% | +$4.81K | 0.56% | 35 |
|
|
2023
Q3 | $705K | Hold |
4,117
| – | – | 0.55% | 37 |
|
|
2023
Q2 | $799K | Sell |
4,117
-512
| -11% | -$99.4K | 0.57% | 37 |
|
|
2023
Q1 | $763K | Hold |
4,629
| – | – | 0.51% | 41 |
|
|
2022
Q4 | $601K | Sell |
4,629
-150
| -3% | -$19.5K | 0.39% | 42 |
|
|
2022
Q3 | $660K | Sell |
4,779
-727
| -13% | -$100K | 0.49% | 41 |
|
|
2022
Q2 | $753K | Buy |
5,506
+25
| +0.5% | +$3.42K | 0.53% | 40 |
|
|
2022
Q1 | $957K | Buy |
5,481
+1,600
| +41% | +$279K | 0.65% | 38 |
|
|
2021
Q4 | $689K | Hold |
3,881
| – | – | 0.52% | 39 |
|
|
2021
Q3 | $549K | Buy |
3,881
+1,931
| +99% | +$273K | 0.44% | 45 |
|
|
2021
Q2 | $267K | Hold |
1,950
| – | – | 0.23% | 43 |
|
|
2021
Q1 | $238K | Hold |
1,950
| – | – | 0.22% | 42 |
|
|
2020
Q4 | $259K | Buy |
+1,950
| New | +$259K | 0.25% | 37 |
|