Lewis Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.1M | Buy |
23,927
+1,619
| +7% | +$277K | 6.38% | 3 |
|
|
2023
Q2 | $4.33M | Buy |
22,308
+12
| +0.1% | +$2.33K | 6.2% | 3 |
|
|
2023
Q1 | $3.68M | Sell |
22,296
-2,261
| -9% | -$373K | 5.53% | 3 |
|
|
2022
Q4 | $3.19M | Sell |
24,557
-128
| -0.5% | -$16.6K | 4.88% | 3 |
|
|
2022
Q3 | $3.41M | Sell |
24,685
-326
| -1% | -$45K | 5.24% | 2 |
|
|
2022
Q2 | $3.42M | Sell |
25,011
-107
| -0.4% | -$14.6K | 4.88% | 2 |
|
|
2022
Q1 | $4.39M | Buy |
25,118
+43
| +0.2% | +$7.51K | 4.97% | 2 |
|
|
2021
Q4 | $4.45M | Buy |
+25,075
| New | +$4.45M | 4.67% | 2 |
|