LWM
Ledge Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.64M | Sell |
24,107
-1,313
| -5% | -$253K | 1.8% | 14 |
|
|
2023
Q3 | $4.35M | Buy |
25,420
+116
| +0.5% | +$19.9K | 1.95% | 13 |
|
|
2023
Q2 | $4.91M | Sell |
25,304
-4,917
| -16% | -$954K | 2.35% | 12 |
|
|
2023
Q1 | $4.98M | Sell |
30,221
-391
| -1% | -$64.5K | 2.36% | 13 |
|
|
2022
Q4 | $3.98M | Buy |
30,612
+5,293
| +21% | +$688K | 1.81% | 14 |
|
|
2022
Q3 | $3.5M | Sell |
25,319
-6,213
| -20% | -$859K | 2.14% | 12 |
|
|
2022
Q2 | $4.31M | Buy |
31,532
+5,676
| +22% | +$776K | 2.65% | 11 |
|
|
2022
Q1 | $4.52M | Buy |
+25,856
| New | +$4.52M | 2.81% | 11 |
|