Lenox Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $9M | Buy |
52,902
+1,262
| +2% | +$212K | 1.13% | 15 |
|
|
2021
Q4 | $9.17M | Buy |
51,640
+1,191
| +2% | +$188K | 1.09% | 15 |
|
|
2021
Q3 | $7.14M | Buy |
50,449
+1,004
| +2% | +$148K | 0.92% | 15 |
|
|
2021
Q2 | $6.77M | Buy |
49,445
+1,788
| +4% | +$232K | 0.87% | 15 |
|
|
2021
Q1 | $5.82M | Sell |
47,657
-3,418
| -7% | -$439K | 0.8% | 16 |
|
|
2020
Q4 | $6.78M | Sell |
51,075
-3,463
| -6% | -$417K | 0.96% | 15 |
|
|
2020
Q3 | $6.32M | Sell |
54,538
-2,314
| -4% | -$252K | 0.95% | 17 |
|
|
2020
Q2 | $5.18M | Sell |
56,852
-3,724
| -6% | -$289K | 0.82% | 16 |
|
|
2020
Q1 | $3.85M | Sell |
60,576
-4,408
| -7% | -$324K | 0.72% | 17 |
|
|
2019
Q4 | $4.77M | Buy |
64,984
+904
| +1% | +$58.2K | 0.74% | 16 |
|
|
2019
Q3 | $3.59M | Buy |
64,080
+12,724
| +25% | +$665K | 0.6% | 18 |
|
|
2019
Q2 | $2.54M | Buy |
51,356
+2,448
| +5% | +$119K | 0.44% | 18 |
|
|
2019
Q1 | $2.32M | Sell |
48,908
-1,120
| -2% | -$47.5K | 0.44% | 20 |
|
|
2018
Q4 | $1.97M | Buy |
50,028
+1,952
| +4% | +$94.6K | 0.42% | 20 |
|
|
2018
Q3 | $2.71M | Buy |
48,076
+6,868
| +17% | +$358K | 0.55% | 16 |
|
|
2018
Q2 | $1.91M | Buy |
41,208
+784
| +2% | +$35.6K | 0.42% | 17 |
|
|
2018
Q1 | $1.7M | Buy |
40,424
+13,244
| +49% | +$570K | 0.4% | 17 |
|
|
2017
Q4 | $1.15M | Buy |
27,180
+8,772
| +48% | +$367K | 0.32% | 13 |
|
|
2017
Q3 | $709K | Sell |
18,408
-1,476
| -7% | -$57.3K | 0.22% | 14 |
|
|
2017
Q2 | $716K | Buy |
19,884
+80
| +0.4% | +$2.96K | 0.23% | 13 |
|
|
2017
Q1 | $711K | Sell |
19,804
-4,212
| -18% | -$139K | 0.22% | 16 |
|
|
2016
Q4 | $695K | Sell |
24,016
-40,020
| -62% | -$1.13M | 0.22% | 18 |
|
|
2016
Q3 | $1.81M | Buy |
64,036
+400
| +0.6% | +$10.6K | 0.53% | 13 |
|
|
2016
Q2 | $1.52M | Sell |
63,636
-5,992
| -9% | -$149K | 0.45% | 14 |
|
|
2016
Q1 | $1.9M | Sell |
69,628
-2,908
| -4% | -$72.5K | 0.57% | 11 |
|
|
2015
Q4 | $1.91M | Buy |
72,536
+1,160
| +2% | +$33.1K | 0.61% | 11 |
|
|
2015
Q3 | $1.97M | Buy |
71,376
+1,948
| +3% | +$57.1K | 0.7% | 9 |
|
|
2015
Q2 | $2.18M | Sell |
69,428
-5,176
| -7% | -$166K | 0.93% | 8 |
|
|
2015
Q1 | $2.32M | Buy |
74,604
+64
| +0.1% | +$1.93K | 0.94% | 8 |
|
|
2014
Q4 | $2.06M | Buy |
74,540
+5,448
| +8% | +$148K | 0.86% | 9 |
|
|
2014
Q3 | $1.74M | Buy |
69,092
+52
| +0.1% | +$1.28K | 0.77% | 10 |
|
|
2014
Q2 | $1.65M | Buy |
69,040
+3,996
| +6% | +$85K | 0.74% | 9 |
|
|
2014
Q1 | $1.26M | Sell |
65,044
-1,568
| -2% | -$29.8K | 0.74% | 7 |
|
|
2013
Q4 | $1.33M | Buy |
66,612
+5,712
| +9% | +$108K | 0.94% | 8 |
|
|
2013
Q3 | $1.04M | Sell |
60,900
-4,956
| -8% | -$82.2K | 0.97% | 7 |
|
|
2013
Q2 | $933K | Buy |
+65,856
| New | +$1.01M | 1.05% | 7 |
|
Other funds holding AAPL
WA
Lenox Wealth Advisors's AAPL Position: Q1 2022 in Review
Lenox Wealth Advisors increased its Apple (AAPL) stake by 2.4% in Q1 2022, buying an estimated $212K and bringing the position to 52,902 shares worth $9M. The position accounts for 1.13% of the portfolio, ranked #15.
Lenox Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 36 quarters since. The position peaked at $9.17M in Q4 2021. 4,378 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.
- Lenox Wealth Advisors held 52,902 shares of Apple worth $9M as of Q1 2022.
- Lenox Wealth Advisors bought 1,262 Apple shares in Q1 2022, an estimated $212K.
- Apple made up 1.13% of Lenox Wealth Advisors's portfolio in Q1 2022, its #15 holding.
- Lenox Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's Apple position peaked at $9.17M in Q4 2021.
- 4,378 funds tracked by Wall St. Rank held Apple as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.