Lenox Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $9M | Buy |
52,902
+1,262
| +2% | +$215K | 1.13% | 15 |
|
|
2021
Q4 | $9.17M | Buy |
51,640
+1,191
| +2% | +$211K | 1.09% | 15 |
|
|
2021
Q3 | $7.14M | Buy |
50,449
+1,004
| +2% | +$142K | 0.92% | 15 |
|
|
2021
Q2 | $6.77M | Buy |
49,445
+1,788
| +4% | +$245K | 0.87% | 15 |
|
|
2021
Q1 | $5.82M | Sell |
47,657
-3,418
| -7% | -$417K | 0.8% | 16 |
|
|
2020
Q4 | $6.78M | Sell |
51,075
-3,463
| -6% | -$459K | 0.96% | 15 |
|
|
2020
Q3 | $6.32M | Sell |
54,538
-2,314
| -4% | -$268K | 0.95% | 17 |
|
|
2020
Q2 | $5.19M | Sell |
56,852
-3,724
| -6% | -$340K | 0.82% | 16 |
|
|
2020
Q1 | $3.85M | Sell |
60,576
-4,408
| -7% | -$280K | 0.72% | 17 |
|
|
2019
Q4 | $4.77M | Buy |
64,984
+904
| +1% | +$66.4K | 0.74% | 16 |
|
|
2019
Q3 | $3.59M | Buy |
64,080
+12,724
| +25% | +$712K | 0.6% | 18 |
|
|
2019
Q2 | $2.54M | Buy |
51,356
+2,448
| +5% | +$121K | 0.44% | 18 |
|
|
2019
Q1 | $2.32M | Sell |
48,908
-1,120
| -2% | -$53.2K | 0.44% | 20 |
|
|
2018
Q4 | $1.97M | Buy |
50,028
+1,952
| +4% | +$77K | 0.42% | 20 |
|
|
2018
Q3 | $2.71M | Buy |
48,076
+6,868
| +17% | +$388K | 0.55% | 16 |
|
|
2018
Q2 | $1.91M | Buy |
41,208
+784
| +2% | +$36.3K | 0.42% | 17 |
|
|
2018
Q1 | $1.7M | Buy |
40,424
+13,244
| +49% | +$556K | 0.4% | 17 |
|
|
2017
Q4 | $1.15M | Buy |
27,180
+8,772
| +48% | +$371K | 0.32% | 13 |
|
|
2017
Q3 | $709K | Sell |
18,408
-1,476
| -7% | -$56.8K | 0.22% | 14 |
|
|
2017
Q2 | $716K | Buy |
19,884
+80
| +0.4% | +$2.88K | 0.23% | 13 |
|
|
2017
Q1 | $711K | Sell |
19,804
-4,212
| -18% | -$151K | 0.22% | 16 |
|
|
2016
Q4 | $695K | Sell |
24,016
-40,020
| -62% | -$1.16M | 0.22% | 18 |
|
|
2016
Q3 | $1.81M | Buy |
64,036
+400
| +0.6% | +$11.3K | 0.53% | 13 |
|
|
2016
Q2 | $1.52M | Sell |
63,636
-5,992
| -9% | -$143K | 0.45% | 14 |
|
|
2016
Q1 | $1.9M | Sell |
69,628
-2,908
| -4% | -$79.2K | 0.57% | 11 |
|
|
2015
Q4 | $1.91M | Buy |
72,536
+1,160
| +2% | +$30.5K | 0.61% | 11 |
|
|
2015
Q3 | $1.97M | Buy |
71,376
+1,948
| +3% | +$53.7K | 0.7% | 9 |
|
|
2015
Q2 | $2.18M | Sell |
69,428
-5,176
| -7% | -$162K | 0.93% | 8 |
|
|
2015
Q1 | $2.32M | Buy |
74,604
+64
| +0.1% | +$1.99K | 0.94% | 8 |
|
|
2014
Q4 | $2.06M | Buy |
74,540
+5,448
| +8% | +$150K | 0.86% | 9 |
|
|
2014
Q3 | $1.74M | Buy |
69,092
+52
| +0.1% | +$1.31K | 0.77% | 10 |
|
|
2014
Q2 | $1.65M | Buy |
69,040
+3,996
| +6% | +$95.3K | 0.74% | 9 |
|
|
2014
Q1 | $1.26M | Sell |
65,044
-1,568
| -2% | -$30.3K | 0.74% | 7 |
|
|
2013
Q4 | $1.33M | Buy |
66,612
+5,712
| +9% | +$114K | 0.94% | 8 |
|
|
2013
Q3 | $1.04M | Sell |
60,900
-4,956
| -8% | -$84.4K | 0.97% | 7 |
|
|
2013
Q2 | $933K | Buy |
+65,856
| New | +$933K | 1.05% | 7 |
|