LWM
Lenox Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.6M | Buy |
9,859
+11
| +0.1% | +$4.01K | 1.1% | 24 |
|
|
2020
Q1 | $2.5M | Sell |
9,848
-504
| -5% | -$128K | 0.86% | 28 |
|
|
2019
Q4 | $3.04M | Sell |
10,352
-4,181
| -29% | -$1.23M | 0.85% | 29 |
|
|
2019
Q3 | $3.26M | Buy |
14,533
+378
| +3% | +$84.7K | 0.95% | 27 |
|
|
2019
Q2 | $2.8M | Sell |
14,155
-839
| -6% | -$166K | 0.84% | 31 |
|
|
2019
Q1 | $2.85M | Buy |
14,994
+979
| +7% | +$186K | 0.89% | 28 |
|
|
2018
Q4 | $2.21M | Sell |
14,015
-1,928
| -12% | -$304K | 0.74% | 32 |
|
|
2018
Q3 | $3.6M | Sell |
15,943
-36
| -0.2% | -$8.13K | 1.07% | 29 |
|
|
2018
Q2 | $2.96M | Sell |
15,979
-716
| -4% | -$133K | 0.95% | 29 |
|
|
2018
Q1 | $2.8M | Sell |
16,695
-837
| -5% | -$140K | 0.9% | 30 |
|
|
2017
Q4 | $2.97M | Buy |
17,532
+514
| +3% | +$87K | 0.9% | 29 |
|
|
2017
Q3 | $2.62M | Sell |
17,018
-260
| -2% | -$40.1K | 0.9% | 18 |
|
|
2017
Q2 | $2.49M | Buy |
17,278
+5,121
| +42% | +$737K | 1.01% | 13 |
|
|
2017
Q1 | $1.75M | Buy |
12,157
+3,607
| +42% | +$518K | 1.26% | 7 |
|
|
2016
Q4 | $990K | Sell |
8,550
-1,991
| -19% | -$231K | 0.75% | 8 |
|
|
2016
Q3 | $1.19M | Sell |
10,541
-176
| -2% | -$19.9K | 0.95% | 8 |
|
|
2016
Q2 | $1.03M | Buy |
10,717
+149
| +1% | +$14.3K | 0.74% | 8 |
|
|
2016
Q1 | $1.15M | Buy |
10,568
+1,992
| +23% | +$217K | 0.8% | 7 |
|
|
2015
Q4 | $903K | Sell |
8,576
-2,076
| -19% | -$219K | 0.7% | 8 |
|
|
2015
Q3 | $1.18M | Sell |
10,652
-2,015
| -16% | -$222K | 0.96% | 7 |
|
|
2015
Q2 | $1.59M | Sell |
12,667
-120
| -0.9% | -$15.1K | 1.17% | 7 |
|
|
2015
Q1 | $1.59M | Sell |
12,787
-2,376
| -16% | -$296K | 1.11% | 7 |
|
|
2014
Q4 | $1.67M | Sell |
15,163
-1,437
| -9% | -$159K | 1.09% | 7 |
|
|
2014
Q3 | $1.67M | Sell |
16,600
-1,274
| -7% | -$128K | 1.13% | 7 |
|
|
2014
Q2 | $1.66M | Buy |
17,874
+14,787
| +479% | +$1.37M | 1.14% | 7 |
|
|
2014
Q1 | $1.66M | Buy |
3,087
+41
| +1% | +$22K | 0.85% | 9 |
|
|
2013
Q4 | $1.71M | Buy |
+3,046
| New | +$1.71M | 1.13% | 7 |
|