LIA
LBMC Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
64,302
-463
| -0.7% | -$95K | 0.94% | 19 |
|
|
2025
Q1 | $14.4M | Buy |
64,765
+3,120
| +5% | +$693K | 1.12% | 16 |
|
|
2024
Q4 | $15.4M | Sell |
61,645
-809
| -1% | -$203K | 1.22% | 12 |
|
|
2024
Q3 | $14.6M | Sell |
62,454
-556
| -0.9% | -$130K | 1.15% | 13 |
|
|
2024
Q2 | $13.3M | Buy |
63,010
+12,013
| +24% | +$2.53M | 1.15% | 14 |
|
|
2024
Q1 | $8.74M | Buy |
50,997
+837
| +2% | +$144K | 0.76% | 20 |
|
|
2023
Q4 | $9.66M | Buy |
50,160
+145
| +0.3% | +$27.9K | 0.92% | 18 |
|
|
2023
Q3 | $8.62M | Sell |
50,015
-398
| -0.8% | -$68.6K | 0.92% | 18 |
|
|
2023
Q2 | $9.78M | Sell |
50,413
-4,935
| -9% | -$957K | 0.96% | 17 |
|
|
2023
Q1 | $9.13M | Buy |
55,348
+1,611
| +3% | +$266K | 0.92% | 18 |
|
|
2022
Q4 | $6.98M | Sell |
53,737
-2,991
| -5% | -$389K | 0.74% | 22 |
|
|
2022
Q3 | $7.84M | Sell |
56,728
-119
| -0.2% | -$16.4K | 0.9% | 20 |
|
|
2022
Q2 | $7.77M | Sell |
56,847
-5,326
| -9% | -$728K | 0.84% | 19 |
|
|
2022
Q1 | $10.9M | Buy |
62,173
+1,044
| +2% | +$182K | 0.96% | 18 |
|
|
2021
Q4 | $10.9M | Buy |
61,129
+3,152
| +5% | +$560K | 0.94% | 18 |
|
|
2021
Q3 | $8.65K | Hold |
57,977
| – | – | 0.81% | 20 |
|
|
2021
Q2 | $7.94M | Buy |
57,977
+28,458
| +96% | +$3.9M | 0.76% | 21 |
|
|
2021
Q1 | $3.61M | Sell |
29,519
-3
| -0% | -$366 | 0.38% | 29 |
|
|
2020
Q4 | $3.92M | Sell |
29,522
-155
| -0.5% | -$20.6K | 0.46% | 26 |
|
|
2020
Q3 | $3.44M | Buy |
29,677
+24,319
| +454% | +$2.82M | 0.48% | 26 |
|
|
2020
Q2 | $1.96M | Buy |
5,358
+432
| +9% | +$158K | 0.31% | 29 |
|
|
2020
Q1 | $1.25M | Buy |
4,926
+822
| +20% | +$209K | 0.23% | 30 |
|
|
2019
Q4 | $1.21M | Buy |
4,104
+29
| +0.7% | +$8.52K | 0.17% | 34 |
|
|
2019
Q3 | $913K | Buy |
4,075
+354
| +10% | +$79.3K | 0.14% | 37 |
|
|
2019
Q2 | $736K | Buy |
3,721
+87
| +2% | +$17.2K | 0.11% | 44 |
|
|
2019
Q1 | $690K | Sell |
3,634
-1,280
| -26% | -$243K | 0.11% | 43 |
|
|
2018
Q4 | $775K | Sell |
4,914
-2,229
| -31% | -$352K | 0.14% | 38 |
|
|
2018
Q3 | $1.61M | Buy |
7,143
+7
| +0.1% | +$1.58K | 0.26% | 26 |
|
|
2018
Q2 | $1.32M | Buy |
7,136
+1,069
| +18% | +$198K | 0.22% | 26 |
|
|
2018
Q1 | $1.02M | Buy |
6,067
+90
| +2% | +$15.1K | 0.18% | 33 |
|
|
2017
Q4 | $1.01M | Sell |
5,977
-37
| -0.6% | -$6.26K | 0.16% | 33 |
|
|
2017
Q3 | $927K | Buy |
6,014
+450
| +8% | +$69.4K | 0.16% | 34 |
|
|
2017
Q2 | $801K | Buy |
5,564
+178
| +3% | +$25.6K | 0.14% | 34 |
|
|
2017
Q1 | $774K | Buy |
5,386
+59
| +1% | +$8.48K | 0.14% | 37 |
|
|
2016
Q4 | $617K | Sell |
5,327
-972
| -15% | -$113K | 0.12% | 40 |
|
|
2016
Q3 | $712K | Buy |
6,299
+1,189
| +23% | +$134K | 0.14% | 41 |
|
|
2016
Q2 | $489K | Buy |
5,110
+15
| +0.3% | +$1.44K | 0.1% | 44 |
|
|
2016
Q1 | $555K | Buy |
5,095
+13
| +0.3% | +$1.42K | 0.11% | 40 |
|
|
2015
Q4 | $535K | Buy |
5,082
+10
| +0.2% | +$1.05K | 0.12% | 40 |
|
|
2015
Q3 | $559K | Sell |
5,072
-778
| -13% | -$85.7K | 0.13% | 35 |
|
|
2015
Q2 | $734K | Buy |
5,850
+39
| +0.7% | +$4.89K | 0.16% | 29 |
|
|
2015
Q1 | $723K | Buy |
5,811
+185
| +3% | +$23K | 0.16% | 30 |
|
|
2014
Q4 | $621K | Buy |
5,626
+1,002
| +22% | +$111K | 0.14% | 32 |
|
|
2014
Q3 | $466K | Buy |
4,624
+213
| +5% | +$21.5K | 0.11% | 33 |
|
|
2014
Q2 | $410K | Buy |
4,411
+3,792
| +613% | +$352K | 0.11% | 33 |
|
|
2014
Q1 | $332K | Buy |
619
+18
| +3% | +$9.65K | 0.08% | 39 |
|
|
2013
Q4 | $337K | Hold |
601
| – | – | 0.09% | 39 |
|
|
2013
Q3 | $287K | Hold |
601
| – | – | 0.08% | 41 |
|
|
2013
Q2 | $238K | Buy |
+601
| New | +$238K | 0.08% | 42 |
|