LWL
Leo Wealth LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
133,850
+64,681
| +94% | +$13.3M | 2.13% | 9 |
|
|
2025
Q1 | $15.4M | Sell |
69,169
-66,248
| -49% | -$14.7M | 2.21% | 8 |
|
|
2024
Q4 | $33.9M | Sell |
135,417
-3,796
| -3% | -$951K | 3.04% | 7 |
|
|
2024
Q3 | $32.4M | Sell |
139,213
-2,414
| -2% | -$562K | 2.96% | 7 |
|
|
2024
Q2 | $30.3M | Sell |
141,627
-10,935
| -7% | -$2.34M | 3.09% | 7 |
|
|
2024
Q1 | $26M | Buy |
152,562
+3,381
| +2% | +$577K | 2.67% | 8 |
|
|
2023
Q4 | $27.1M | Buy |
+149,181
| New | +$27.1M | 2.81% | 8 |
|