Lauterbach Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
9,012
-261
| -3% | -$53.5K | 1.02% | 17 |
|
|
2025
Q1 | $2.06M | Sell |
9,273
-553
| -6% | -$123K | 1.28% | 14 |
|
|
2024
Q4 | $2.46M | Buy |
9,826
+3
| +0% | +$751 | 1.49% | 11 |
|
|
2024
Q3 | $2.29M | Buy |
9,823
+6
| +0.1% | +$1.4K | 1.39% | 11 |
|
|
2024
Q2 | $2.16M | Sell |
9,817
-47
| -0.5% | -$10.3K | 1.42% | 12 |
|
|
2024
Q1 | $1.69M | Sell |
9,864
-553
| -5% | -$94.8K | 1.11% | 14 |
|
|
2023
Q4 | $2.01M | Sell |
10,417
-107
| -1% | -$20.6K | 1.4% | 10 |
|
|
2023
Q3 | $1.8M | Sell |
10,524
-61
| -0.6% | -$10.4K | 1.42% | 11 |
|
|
2023
Q2 | $2.05M | Buy |
10,585
+3
| +0% | +$582 | 1.57% | 9 |
|
|
2023
Q1 | $1.75M | Buy |
10,582
+100
| +1% | +$16.5K | 1.41% | 11 |
|
|
2022
Q4 | $1.36M | Buy |
10,482
+4
| +0% | +$520 | 1.21% | 12 |
|
|
2022
Q3 | $1.45M | Buy |
10,478
+322
| +3% | +$44.5K | 1.47% | 10 |
|
|
2022
Q2 | $1.39M | Buy |
10,156
+153
| +2% | +$20.9K | 1.32% | 13 |
|
|
2022
Q1 | $1.75M | Buy |
10,003
+12
| +0.1% | +$2.1K | 1.59% | 9 |
|
|
2021
Q4 | $1.77M | Buy |
+9,991
| New | +$1.77M | 1.57% | 10 |
|