Lebenthal Global Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.38M Sell
2025
Q1
$10.4M Sell
2024
Q4
$12.7M Buy
2024
Q3
$11.5M Buy
2024
Q2
$10.4M Sell
2024
Q1
$8.74M Sell
2023
Q4
$10.6M Buy
2023
Q3
$8.4M Buy
2023
Q2
$9.13M Sell
2023
Q1
$8.21M Buy
2022
Q4
$6.39M Buy
2022
Q3
$6.6M Sell
2022
Q2
$6.67M Sell
2022
Q1
$8.57M Buy
2021
Q4
$7.07M Buy
2021
Q3
$5.29M Sell
2021
Q2
$5.28M Buy
2021
Q1
$4.61M Buy
2020
Q4
$4.54M Buy