Lavaca Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
44,653
+801
| +2% | +$164K | 3.41% | 6 |
|
|
2025
Q1 | $9.74M | Buy |
43,852
+2,761
| +7% | +$613K | 4.02% | 5 |
|
|
2024
Q4 | $10.3M | Buy |
41,091
+2,281
| +6% | +$571K | 4.04% | 4 |
|
|
2024
Q3 | $9.04M | Sell |
38,810
-4,603
| -11% | -$1.07M | 3.85% | 4 |
|
|
2024
Q2 | $9.14M | Buy |
43,413
+483
| +1% | +$102K | 4.7% | 4 |
|
|
2024
Q1 | $7.36M | Buy |
42,930
+27,111
| +171% | +$4.65M | 4.3% | 3 |
|
|
2023
Q4 | $3.05M | Sell |
15,819
-32,728
| -67% | -$6.3M | 1.73% | 5 |
|
|
2023
Q3 | $8.31M | Sell |
48,547
-18,116
| -27% | -$3.1M | 2.79% | 4 |
|
|
2023
Q2 | $12.9M | Sell |
66,663
-26,620
| -29% | -$5.16M | 3.79% | 4 |
|
|
2023
Q1 | $14.3M | Buy |
93,283
+8,990
| +11% | +$1.37M | 2.98% | 4 |
|
|
2022
Q4 | $12.2M | Buy |
84,293
+19,025
| +29% | +$2.76M | 3.82% | 4 |
|
|
2022
Q3 | $10.4M | Buy |
65,268
+2,151
| +3% | +$341K | 3.72% | 2 |
|
|
2022
Q2 | $9.72M | Sell |
63,117
-103
| -0.2% | -$15.9K | 1.45% | 3 |
|
|
2022
Q1 | $11M | Sell |
63,220
-15,143
| -19% | -$2.64M | 1.19% | 3 |
|
|
2021
Q4 | $13.9M | Sell |
78,363
-2,090
| -3% | -$371K | 1.79% | 1 |
|
|
2021
Q3 | $11.4M | Buy |
80,453
+12,504
| +18% | +$1.77M | 1.15% | 1 |
|
|
2021
Q2 | $9.31M | Sell |
67,949
-7,723
| -10% | -$1.06M | 0.93% | 1 |
|
|
2021
Q1 | $9.24M | Buy |
75,672
+3,192
| +4% | +$390K | 0.79% | 2 |
|
|
2020
Q4 | $9.62M | Sell |
72,480
-4,690
| -6% | -$622K | 1.26% | 1 |
|
|
2020
Q3 | $8.94M | Buy |
77,170
+23,386
| +43% | +$2.71M | 1.41% | 3 |
|
|
2020
Q2 | $4.91M | Sell |
53,784
-1,868
| -3% | -$170K | 1.56% | 6 |
|
|
2020
Q1 | $3.54M | Buy |
55,652
+24,164
| +77% | +$1.54M | 3.42% | 8 |
|
|
2019
Q4 | $2.31M | Sell |
31,488
-5,320
| -14% | -$391K | 1.78% | 13 |
|
|
2019
Q3 | $2.06M | Sell |
36,808
-14,400
| -28% | -$806K | 1.55% | 17 |
|
|
2019
Q2 | $2.53M | Sell |
51,208
-800
| -2% | -$39.6K | 1.95% | 16 |
|
|
2019
Q1 | $2.47M | Buy |
52,008
+920
| +2% | +$43.7K | 2.1% | 13 |
|
|
2018
Q4 | $2.02M | Buy |
+51,088
| New | +$2.02M | 2.01% | 13 |
|