LKIM
Lawson Kroeker Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Hold |
18,172
| – | – | 0.69% | 41 |
|
|
2025
Q1 | $4.04M | Sell |
18,172
-2,067
| -10% | -$459K | 0.74% | 41 |
|
|
2024
Q4 | $5.07M | Sell |
20,239
-83
| -0.4% | -$20.8K | 0.95% | 37 |
|
|
2024
Q3 | $4.74M | Sell |
20,322
-176
| -0.9% | -$41K | 0.86% | 42 |
|
|
2024
Q2 | $4.32M | Buy |
20,498
+4
| +0% | +$842 | 0.83% | 42 |
|
|
2024
Q1 | $3.51M | Buy |
20,494
+2,750
| +15% | +$472K | 0.67% | 46 |
|
|
2023
Q4 | $3.42M | Sell |
17,744
-52
| -0.3% | -$10K | 0.7% | 46 |
|
|
2023
Q3 | $3.05M | Sell |
17,796
-135
| -0.8% | -$23.1K | 0.67% | 45 |
|
|
2023
Q2 | $3.48M | Sell |
17,931
-599
| -3% | -$116K | 0.83% | 41 |
|
|
2023
Q1 | $3.06M | Buy |
18,530
+15,330
| +479% | +$2.53M | 0.69% | 45 |
|
|
2022
Q4 | $416K | Hold |
3,200
| – | – | 0.14% | 50 |
|
|
2022
Q3 | $442K | Hold |
3,200
| – | – | 0.16% | 51 |
|
|
2022
Q2 | $438K | Sell |
3,200
-50
| -2% | -$6.84K | 0.15% | 53 |
|
|
2022
Q1 | $567K | Sell |
3,250
-50
| -2% | -$8.72K | 0.18% | 47 |
|
|
2021
Q4 | $586K | Hold |
3,300
| – | – | 0.18% | 47 |
|
|
2021
Q3 | $467K | Hold |
3,300
| – | – | 0.15% | 51 |
|
|
2021
Q2 | $452K | Hold |
3,300
| – | – | 0.14% | 53 |
|
|
2021
Q1 | $403K | Sell |
3,300
-200
| -6% | -$24.4K | 0.14% | 54 |
|
|
2020
Q4 | $464K | Hold |
3,500
| – | – | 0.17% | 50 |
|
|
2020
Q3 | $405K | Buy |
3,500
+2,625
| +300% | +$304K | 0.18% | 53 |
|
|
2020
Q2 | $319K | Hold |
875
| – | – | 0.15% | 55 |
|
|
2020
Q1 | $223K | Hold |
875
| – | – | 0.12% | 59 |
|
|
2019
Q4 | $257K | Buy |
+875
| New | +$257K | 0.1% | 61 |
|
|
2018
Q4 | – | Sell |
-889
| Closed | -$201K | – | 63 |
|
|
2018
Q3 | $201K | Buy |
+889
| New | +$201K | 0.07% | 63 |
|
|
2018
Q2 | – | Sell |
-2,189
| Closed | -$367K | – | 67 |
|
|
2018
Q1 | $367K | Hold |
2,189
| – | – | 0.12% | 61 |
|
|
2017
Q4 | $370K | Sell |
2,189
-150
| -6% | -$25.4K | 0.12% | 61 |
|
|
2017
Q3 | $360K | Hold |
2,339
| – | – | 0.11% | 62 |
|
|
2017
Q2 | $337K | Hold |
2,339
| – | – | 0.11% | 62 |
|
|
2017
Q1 | $336K | Sell |
2,339
-57
| -2% | -$8.19K | 0.11% | 64 |
|
|
2016
Q4 | $278K | Buy |
2,396
+250
| +12% | +$29K | 0.1% | 65 |
|
|
2016
Q3 | $243K | Buy |
+2,146
| New | +$243K | 0.08% | 68 |
|
|
2015
Q3 | – | Sell |
-1,696
| Closed | -$213K | – | 78 |
|
|
2015
Q2 | $213K | Buy |
+1,696
| New | +$213K | 0.06% | 79 |
|