LWMG
Levy Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.83M | Sell |
46,671
-2,166
| -4% | -$456K | 2.52% | 8 |
|
|
2024
Q1 | $9.4M | Hold |
48,837
| – | – | 2.64% | 8 |
|
|
2023
Q4 | $9.4M | Sell |
48,837
-2,135
| -4% | -$411K | 2.64% | 8 |
|
|
2023
Q3 | $8.73M | Sell |
50,972
-348
| -0.7% | -$59.6K | 2.71% | 6 |
|
|
2023
Q2 | $9.95M | Sell |
51,320
-630
| -1% | -$122K | 2.95% | 6 |
|
|
2023
Q1 | $8.57M | Buy |
51,950
+1,118
| +2% | +$184K | 2.64% | 8 |
|
|
2022
Q4 | $6.6M | Sell |
50,832
-16
| -0% | -$2.08K | 2.21% | 10 |
|
|
2022
Q3 | $7.03M | Buy |
50,848
+1,130
| +2% | +$156K | 3.03% | 5 |
|
|
2022
Q2 | $6.8M | Buy |
49,718
+488
| +1% | +$66.7K | 3.11% | 6 |
|
|
2022
Q1 | $8.6M | Buy |
49,230
+2,186
| +5% | +$382K | 3.57% | 6 |
|
|
2021
Q4 | $8.35M | Sell |
47,044
-4,137
| -8% | -$735K | 3.79% | 6 |
|
|
2021
Q3 | $7.24M | Buy |
51,181
+606
| +1% | +$85.7K | 3.97% | 5 |
|
|
2021
Q2 | $6.93M | Buy |
50,575
+1,090
| +2% | +$149K | 3.98% | 5 |
|
|
2021
Q1 | $6.05M | Buy |
49,485
+1,551
| +3% | +$189K | 3.97% | 5 |
|
|
2020
Q4 | $6.36M | Buy |
+47,934
| New | +$6.36M | 4.51% | 5 |
|