LRIA
Leonard Rickey Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
10,363
-23
| -0.2% | -$4.72K | 0.42% | 28 |
|
|
2025
Q1 | $2.1M | Sell |
10,386
-507
| -5% | -$103K | 0.45% | 27 |
|
|
2024
Q4 | $2.73M | Sell |
10,893
-283
| -3% | -$70.9K | 0.63% | 25 |
|
|
2024
Q3 | $2.6M | Sell |
11,176
-246
| -2% | -$57.3K | 0.59% | 26 |
|
|
2024
Q2 | $2.41M | Buy |
11,422
+787
| +7% | +$166K | 0.58% | 26 |
|
|
2024
Q1 | $1.82M | Sell |
10,635
-184
| -2% | -$31.6K | 0.47% | 27 |
|
|
2023
Q4 | $2.08M | Buy |
10,819
+19
| +0.2% | +$3.66K | 0.62% | 22 |
|
|
2023
Q3 | $1.85M | Sell |
10,800
-2
| -0% | -$342 | 0.61% | 24 |
|
|
2023
Q2 | $2.1M | Buy |
10,802
+343
| +3% | +$66.5K | 0.79% | 18 |
|
|
2023
Q1 | $1.72M | Sell |
10,459
-1,033
| -9% | -$170K | 0.67% | 21 |
|
|
2022
Q4 | $1.49M | Sell |
11,492
-541
| -4% | -$70.3K | 0.63% | 21 |
|
|
2022
Q3 | $1.66M | Sell |
12,033
-467
| -4% | -$64.5K | 0.78% | 17 |
|
|
2022
Q2 | $1.71M | Sell |
12,500
-950
| -7% | -$130K | 0.75% | 17 |
|
|
2022
Q1 | $2.35M | Buy |
13,450
+2,394
| +22% | +$418K | 0.89% | 17 |
|
|
2021
Q4 | $1.96M | Buy |
11,056
+77
| +0.7% | +$13.7K | 0.72% | 18 |
|
|
2021
Q3 | $1.55M | Buy |
10,979
+534
| +5% | +$75.6K | 0.65% | 19 |
|
|
2021
Q2 | $1.53M | Sell |
10,445
-1,520
| -13% | -$223K | 0.66% | 19 |
|
|
2021
Q1 | $1.46M | Sell |
11,965
-286
| -2% | -$34.9K | 0.59% | 19 |
|
|
2020
Q4 | $1.63M | Sell |
12,251
-673
| -5% | -$89.3K | 0.74% | 16 |
|
|
2020
Q3 | $1.5M | Buy |
12,924
+10,036
| +348% | +$1.16M | 0.94% | 15 |
|
|
2020
Q2 | $1.05M | Sell |
2,888
-137
| -5% | -$50K | 0.69% | 20 |
|
|
2020
Q1 | $769K | Sell |
3,025
-86
| -3% | -$21.9K | 0.6% | 20 |
|
|
2019
Q4 | $914K | Sell |
3,111
-8
| -0.3% | -$2.35K | 0.55% | 25 |
|
|
2019
Q3 | $699K | Buy |
3,119
+133
| +4% | +$29.8K | 0.46% | 31 |
|
|
2019
Q2 | $591K | Buy |
2,986
+430
| +17% | +$85.1K | 0.4% | 35 |
|
|
2019
Q1 | $485K | Sell |
2,556
-129
| -5% | -$24.5K | 0.35% | 33 |
|
|
2018
Q4 | $424K | Buy |
2,685
+497
| +23% | +$78.5K | 0.35% | 34 |
|
|
2018
Q3 | $494K | Sell |
2,188
-266
| -11% | -$60.1K | 0.36% | 31 |
|
|
2018
Q2 | $454K | Buy |
2,454
+1
| +0% | +$185 | 0.34% | 33 |
|
|
2018
Q1 | $412K | Buy |
2,453
+1
| +0% | +$168 | 0.32% | 36 |
|
|
2017
Q4 | $415K | Buy |
+2,452
| New | +$415K | 0.32% | 38 |
|