LJHT
Laurie J. Hall Trustee’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
59,838
+265
| +0.4% | +$54.4K | 4.06% | 3 |
|
|
2025
Q1 | $13.2M | Sell |
59,573
-519
| -0.9% | -$115K | 4.72% | 2 |
|
|
2024
Q4 | $15M | Buy |
60,092
+150
| +0.3% | +$37.6K | 4.94% | 2 |
|
|
2024
Q3 | $14M | Sell |
59,942
-855
| -1% | -$199K | 4.43% | 2 |
|
|
2024
Q2 | $12.8M | Buy |
60,797
+686
| +1% | +$144K | 4.46% | 3 |
|
|
2024
Q1 | $10.3M | Sell |
60,111
-516
| -0.9% | -$88.5K | 3.63% | 4 |
|
|
2023
Q4 | $11.7M | Buy |
60,627
+1,900
| +3% | +$366K | 4.47% | 2 |
|
|
2023
Q3 | $10.1M | Sell |
58,727
-825
| -1% | -$141K | 4.28% | 2 |
|
|
2023
Q2 | $11.6M | Sell |
59,552
-521
| -0.9% | -$101K | 4.58% | 2 |
|
|
2023
Q1 | $9.91M | Buy |
60,073
+202
| +0.3% | +$33.3K | 4.23% | 2 |
|
|
2022
Q4 | $7.78M | Sell |
59,871
-1,335
| -2% | -$173K | 3.5% | 4 |
|
|
2022
Q3 | $8.46M | Hold |
61,206
| – | – | 4.17% | 2 |
|
|
2022
Q2 | $8.37M | Sell |
61,206
-5,310
| -8% | -$726K | 3.91% | 2 |
|
|
2022
Q1 | $11.6M | Sell |
66,516
-625
| -0.9% | -$109K | 4.46% | 2 |
|
|
2021
Q4 | $11.9M | Sell |
67,141
-940
| -1% | -$167K | 4.22% | 2 |
|
|
2021
Q3 | $9.63M | Sell |
68,081
-370
| -0.5% | -$52.4K | 3.72% | 2 |
|
|
2021
Q2 | $9.38M | Sell |
68,451
-340
| -0.5% | -$46.6K | 3.54% | 2 |
|
|
2021
Q1 | $8.4M | Sell |
68,791
-9,850
| -13% | -$1.2M | 3.23% | 3 |
|
|
2020
Q4 | $10.4M | Sell |
78,641
-8,120
| -9% | -$1.08M | 4.23% | 2 |
|
|
2020
Q3 | $10M | Buy |
+86,761
| New | +$10M | 4.49% | 2 |
|
|
2019
Q4 | $7.57M | Sell |
25,788
-5
| -0% | -$1.47K | 3.49% | 4 |
|
|
2019
Q3 | $5.78M | Buy |
25,793
+100
| +0.4% | +$22.4K | 2.95% | 7 |
|
|
2019
Q2 | $5.08M | Buy |
25,693
+290
| +1% | +$57.4K | 2.64% | 9 |
|
|
2019
Q1 | $4.83M | Buy |
25,403
+142
| +0.6% | +$27K | 2.54% | 10 |
|
|
2018
Q4 | $4.32M | Buy |
25,261
+3,455
| +16% | +$590K | 2.38% | 11 |
|
|
2018
Q3 | $4.92M | Buy |
21,806
+550
| +3% | +$124K | 2.59% | 10 |
|
|
2018
Q2 | $3.94M | Buy |
21,256
+1,175
| +6% | +$218K | 2.26% | 12 |
|
|
2018
Q1 | $3.37M | Buy |
20,081
+335
| +2% | +$56.2K | 2.05% | 13 |
|
|
2017
Q4 | $3.34M | Buy |
19,746
+137
| +0.7% | +$23.2K | 1.9% | 15 |
|
|
2017
Q3 | $3.02M | Buy |
19,609
+130
| +0.7% | +$20K | 1.88% | 17 |
|
|
2017
Q2 | $2.81M | Sell |
19,479
-2,920
| -13% | -$421K | 1.79% | 16 |
|
|
2017
Q1 | $3.23M | Sell |
22,399
-365
| -2% | -$52.6K | 2.05% | 12 |
|
|
2016
Q4 | $2.68M | Buy |
+22,764
| New | +$2.68M | 1.71% | 16 |
|
|
2016
Q2 | $2.44M | Buy |
25,189
+1,300
| +5% | +$126K | 1.59% | 16 |
|
|
2016
Q1 | $2.52M | Buy |
23,889
+445
| +2% | +$47K | 1.59% | 15 |
|
|
2015
Q4 | $2.27M | Buy |
23,444
+2,235
| +11% | +$216K | 1.63% | 16 |
|
|
2015
Q3 | $2.34M | Buy |
21,209
+1,515
| +8% | +$167K | 1.87% | 18 |
|
|
2015
Q2 | $2.47M | Sell |
19,694
-50
| -0.3% | -$6.27K | 1.8% | 18 |
|
|
2015
Q1 | $2.46M | Sell |
19,744
-80
| -0.4% | -$9.96K | 1.79% | 18 |
|
|
2014
Q4 | $2.19M | Buy |
19,824
+915
| +5% | +$101K | 1.56% | 22 |
|
|
2014
Q3 | $1.91M | Sell |
18,909
-75
| -0.4% | -$7.56K | 1.43% | 22 |
|
|
2014
Q2 | $1.77M | Buy |
18,984
+16,272
| +600% | +$1.51M | 1.33% | 26 |
|
|
2014
Q1 | $1.46M | Sell |
2,712
-100
| -4% | -$53.7K | 1.13% | 30 |
|
|
2013
Q4 | $1.58M | Hold |
2,812
| – | – | 1.21% | 27 |
|
|
2013
Q3 | $1.34M | Buy |
2,812
+65
| +2% | +$31K | 1.13% | 31 |
|
|
2013
Q2 | $1.09M | Buy |
+2,747
| New | +$1.09M | 0.96% | 35 |
|