LWIC
Leith Wheeler Investment Counsel’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
2,477
-961
| -28% | -$197K | 0.04% | 57 |
|
|
2025
Q1 | $764K | Buy |
+3,438
| New | +$764K | 0.05% | 58 |
|
|
2024
Q3 | – | Sell |
-2,653
| Closed | -$559K | – | 61 |
|
|
2024
Q2 | $559K | Sell |
2,653
-50
| -2% | -$10.5K | 0.05% | 54 |
|
|
2024
Q1 | $464K | Sell |
2,703
-206
| -7% | -$35.3K | 0.05% | 58 |
|
|
2023
Q4 | $560K | Sell |
2,909
-75
| -3% | -$14.4K | 0.06% | 53 |
|
|
2023
Q3 | $511K | Buy |
2,984
+476
| +19% | +$81.5K | 0.07% | 54 |
|
|
2023
Q2 | $486K | Sell |
2,508
-164
| -6% | -$31.8K | 0.06% | 57 |
|
|
2023
Q1 | $441K | Hold |
2,672
| – | – | 0.06% | 52 |
|
|
2022
Q4 | $347K | Hold |
2,672
| – | – | 0.05% | 52 |
|
|
2022
Q3 | $369K | Sell |
2,672
-25
| -0.9% | -$3.45K | 0.06% | 50 |
|
|
2022
Q2 | $475K | Hold |
2,697
| – | – | 0.06% | 51 |
|
|
2022
Q1 | $472K | Hold |
2,697
| – | – | 0.07% | 49 |
|
|
2021
Q4 | $479K | Sell |
2,697
-740
| -22% | -$131K | 0.07% | 38 |
|
|
2021
Q3 | $486K | Sell |
3,437
-61
| -2% | -$8.63K | 0.07% | 39 |
|
|
2021
Q2 | $479K | Sell |
3,498
-21
| -0.6% | -$2.88K | 0.07% | 37 |
|
|
2021
Q1 | $430K | Sell |
3,519
-797
| -18% | -$97.4K | 0.07% | 38 |
|
|
2020
Q4 | $729K | Hold |
4,316
| – | – | 0.1% | 31 |
|
|
2020
Q3 | $500K | Buy |
4,316
+3,237
| +300% | +$375K | 0.1% | 33 |
|
|
2020
Q2 | $394K | Hold |
1,079
| – | – | 0.1% | 31 |
|
|
2020
Q1 | $274K | Buy |
1,079
+359
| +50% | +$91.2K | 0.08% | 38 |
|
|
2019
Q4 | $211K | Buy |
+720
| New | +$211K | 0.05% | 39 |
|
|
2018
Q4 | – | Sell |
-890
| Closed | -$201K | – | 30 |
|
|
2018
Q3 | $201K | Buy |
+890
| New | +$201K | 0.06% | 31 |
|
|
2018
Q1 | – | Sell |
-1,365
| Closed | -$231K | – | 31 |
|
|
2017
Q4 | $231K | Buy |
+1,365
| New | +$231K | 0.4% | 32 |
|