LBWM
Left Brain Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
2,006
-820
| -29% | -$168K | 0.15% | 72 |
|
|
2025
Q1 | $628K | Sell |
2,826
-90
| -3% | -$20K | 0.27% | 54 |
|
|
2024
Q4 | $730K | Buy |
2,916
+69
| +2% | +$17.3K | 0.28% | 54 |
|
|
2024
Q3 | $663K | Buy |
2,847
+31
| +1% | +$7.22K | 0.31% | 56 |
|
|
2024
Q2 | $593K | Hold |
2,816
| – | – | 0.28% | 57 |
|
|
2024
Q1 | $483K | Sell |
2,816
-36,276
| -93% | -$6.22M | 0.23% | 59 |
|
|
2023
Q4 | $7.53M | Sell |
39,092
-317
| -0.8% | -$61K | 4.35% | 4 |
|
|
2023
Q3 | $6.75M | Sell |
39,409
-139
| -0.4% | -$23.8K | 4.2% | 5 |
|
|
2023
Q2 | $7.67M | Sell |
39,548
-654
| -2% | -$127K | 4.68% | 4 |
|
|
2023
Q1 | $6.82M | Buy |
40,202
+2,523
| +7% | +$428K | 4.64% | 2 |
|
|
2022
Q4 | $4.9M | Buy |
+37,679
| New | +$4.9M | 3.66% | 6 |
|