LWA
Ledgewood Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
18,366
-600
| -3% | -$123K | 2.37% | 15 |
|
|
2025
Q1 | $4.21M | Sell |
18,966
-28
| -0.1% | -$6.22K | 2.72% | 12 |
|
|
2024
Q4 | $4.76M | Sell |
18,994
-150
| -0.8% | -$37.6K | 3.07% | 11 |
|
|
2024
Q3 | $4.46M | Buy |
19,144
+3,301
| +21% | +$769K | 3% | 14 |
|
|
2024
Q2 | $3.34M | Buy |
15,843
+1
| +0% | +$211 | 2.88% | 14 |
|
|
2024
Q1 | $2.72M | Sell |
15,842
-1,895
| -11% | -$325K | 2.52% | 14 |
|
|
2023
Q4 | $3.41M | Buy |
+17,737
| New | +$3.41M | 3.15% | 11 |
|