LFAS
Level Four Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
516,635
+11,052
| +2% | +$2.27M | 3.91% | 1 |
|
|
2025
Q1 | $112M | Sell |
505,583
-2,018
| -0.4% | -$448K | 4.62% | 1 |
|
|
2024
Q4 | $127M | Sell |
507,601
-3,424
| -0.7% | -$857K | 5.2% | 1 |
|
|
2024
Q3 | $115M | Sell |
511,025
-8,958
| -2% | -$2.02M | 4.86% | 1 |
|
|
2024
Q2 | $110M | Sell |
519,983
-47,523
| -8% | -$10M | 4.94% | 1 |
|
|
2024
Q1 | $109M | Buy |
567,506
+7,667
| +1% | +$1.48M | 6% | 1 |
|
|
2023
Q4 | $108M | Buy |
559,839
+654
| +0.1% | +$126K | 6.05% | 1 |
|
|
2023
Q3 | $95.7M | Sell |
559,185
-15,702
| -3% | -$2.69M | 6.17% | 1 |
|
|
2023
Q2 | $112M | Sell |
574,887
-20,711
| -3% | -$4.02M | 6.7% | 1 |
|
|
2023
Q1 | $98.2M | Buy |
595,598
+3,022
| +0.5% | +$498K | 6.44% | 1 |
|
|
2022
Q4 | $77M | Buy |
592,576
+85,715
| +17% | +$11.1M | 5.72% | 1 |
|
|
2022
Q3 | $70M | Buy |
506,861
+174,617
| +53% | +$24.1M | 6.81% | 1 |
|
|
2022
Q2 | $45.4M | Buy |
332,244
+12,654
| +4% | +$1.73M | 4.28% | 1 |
|
|
2022
Q1 | $55.8M | Sell |
319,590
-10,510
| -3% | -$1.84M | 4.37% | 1 |
|
|
2021
Q4 | $58.6M | Buy |
330,100
+65,877
| +25% | +$11.7M | 4.47% | 1 |
|
|
2021
Q3 | $37.4M | Sell |
264,223
-140,591
| -35% | -$19.9M | 3.89% | 2 |
|
|
2021
Q2 | $55.4M | Sell |
404,814
-15,633
| -4% | -$2.14M | 3.83% | 2 |
|
|
2021
Q1 | $51.4M | Sell |
420,447
-24,947
| -6% | -$3.05M | 3.99% | 2 |
|
|
2020
Q4 | $59.1M | Sell |
445,394
-153,440
| -26% | -$20.4M | 4.74% | 2 |
|
|
2020
Q3 | $69.4M | Buy |
598,834
+440,118
| +277% | +$51M | 5.34% | 1 |
|
|
2020
Q2 | $57.9M | Buy |
158,716
+29,540
| +23% | +$10.8M | 4.48% | 1 |
|
|
2020
Q1 | $32.9M | Buy |
129,176
+13,020
| +11% | +$3.31M | 3.94% | 2 |
|
|
2019
Q4 | $102M | Buy |
116,156
+5,142
| +5% | +$4.5M | 4.03% | 1 |
|
|
2019
Q3 | $24.9M | Buy |
111,014
+567
| +0.5% | +$127K | 2.57% | 5 |
|
|
2019
Q2 | $21.9M | Sell |
110,447
-733
| -0.7% | -$145K | 2.21% | 5 |
|
|
2019
Q1 | $21.1M | Buy |
111,180
+112
| +0.1% | +$21.3K | 2.33% | 5 |
|
|
2018
Q4 | $17.5M | Buy |
111,068
+313
| +0.3% | +$49.4K | 2.18% | 5 |
|
|
2018
Q3 | $25M | Sell |
110,755
-16,385
| -13% | -$3.7M | 2.7% | 3 |
|
|
2018
Q2 | $23.5M | Buy |
127,140
+2,922
| +2% | +$541K | 1.71% | 7 |
|
|
2018
Q1 | $20.8M | Sell |
124,218
-4,052
| -3% | -$680K | 1.62% | 12 |
|
|
2017
Q4 | $21.7M | Buy |
128,270
+1,230
| +1% | +$208K | 1.69% | 11 |
|
|
2017
Q3 | $19.6M | Buy |
127,040
+21,596
| +20% | +$3.33M | 1.74% | 10 |
|
|
2017
Q2 | $15.2M | Sell |
105,444
-20,000
| -16% | -$2.88M | 2.34% | 4 |
|
|
2017
Q1 | $18.1M | Buy |
125,444
+2,270
| +2% | +$327K | 1.84% | 10 |
|
|
2016
Q4 | $14.3M | Buy |
+123,174
| New | +$14.3M | 1.82% | 12 |
|