Lee Financial Group Hawaii’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$358K	Sell	1,872 -4	-0.2%	-$727	0.28%	28
2023 Q4	$361K	Hold	1,876	–	–	0.31%	29
2023 Q3	$321K	Buy	1,876 +123	+7%	+$22.6K	0.29%	28
2023 Q2	$289K	Hold	1,753	–	–	0.26%	28
2023 Q1	$289K	Hold	1,753	–	–	0.3%	20
2022 Q4	$228K	Sell	1,753 -330,271	-99%	-$47.2M	0.22%	25
2022 Q3	$2.4K	Buy	332,024 +329,622	+13,723%	+$51.7M	1.93%	11
2022 Q2	$328K	Sell	2,402 -1,368	-36%	-$207K	0.32%	27
2022 Q1	$658	Buy	3,770 +1,369	+57%	+$230K	0.45%	21
2021 Q4	$426K	Sell	2,401 -299	-11%	-$47.3K	0.31%	29
2021 Q3	$382K	Sell	2,700 -1,270	-32%	-$187K	0.28%	32
2021 Q2	$544K	Buy	3,970 +10	+0.3%	+$1.3K	0.39%	26
2021 Q1	$484K	Buy	+3,960	New	+$508K	0.4%	21
2020 Q4	–	Sell	-4,841	Closed	-$561K	–	43
2020 Q3	$561K	Buy	4,841 +1,641	+51%	+$179K	0.47%	33
2020 Q2	$292K	Sell	3,200 -1,272	-28%	-$98.6K	0.25%	37
2020 Q1	$284K	Buy	4,472 +4	+0.1%	+$294	0.33%	24
2019 Q4	$328K	Hold	4,468	–	–	0.26%	26
2019 Q3	$250K	Buy	4,468 +8	+0.2%	+$418	0.22%	25
2019 Q2	$221K	Sell	4,460 -276	-6%	-$13.4K	0.19%	29
2019 Q1	$225K	Buy	+4,736	New	+$201K	0.21%	33
2018 Q4	–	Sell	-8,116	Closed	-$458K	–	29
2018 Q3	$458K	Buy	8,116 +16	+0.2%	+$833	0.41%	30
2018 Q2	$375K	Sell	8,100 -808	-9%	-$36.6K	0.35%	29
2018 Q1	$374K	Sell	8,908 -2,008	-18%	-$86.4K	0.36%	28
2017 Q4	$462K	Buy	+10,916	New	+$456K	0.43%	33