LA
LexAurum Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
67,757
+1,355
| +2% | +$278K | 2.19% | 10 |
|
|
2025
Q1 | $14.7M | Sell |
66,402
-2,048
| -3% | -$455K | 2.83% | 8 |
|
|
2024
Q4 | $17.1M | Buy |
68,450
+285
| +0.4% | +$71.4K | 3.4% | 2 |
|
|
2024
Q3 | $15.9M | Sell |
68,165
-1,085
| -2% | -$253K | 3.49% | 2 |
|
|
2024
Q2 | $14.6M | Sell |
69,250
-2,908
| -4% | -$612K | 3.56% | 2 |
|
|
2024
Q1 | $12.4M | Sell |
72,158
-10,309
| -13% | -$1.77M | 3.11% | 4 |
|
|
2023
Q4 | $15.9M | Sell |
82,467
-710
| -0.9% | -$137K | 4.16% | 1 |
|
|
2023
Q3 | $14.2M | Buy |
83,177
+2,150
| +3% | +$368K | 4.16% | 1 |
|
|
2023
Q2 | $15.7M | Buy |
81,027
+7,818
| +11% | +$1.52M | 4.73% | 1 |
|
|
2023
Q1 | $12.1M | Sell |
73,209
-1,412
| -2% | -$233K | 4.01% | 2 |
|
|
2022
Q4 | $9.7M | Sell |
74,621
-1,590
| -2% | -$207K | 3.47% | 5 |
|
|
2022
Q3 | $10.5M | Sell |
76,211
-5,767
| -7% | -$797K | 4.07% | 3 |
|
|
2022
Q2 | $11.2M | Buy |
81,978
+2,522
| +3% | +$345K | 4.19% | 2 |
|
|
2022
Q1 | $13.9M | Buy |
79,456
+1,366
| +2% | +$239K | 4.53% | 1 |
|
|
2021
Q4 | $13.9M | Sell |
78,090
-1,427
| -2% | -$253K | 4.51% | 1 |
|
|
2021
Q3 | $11.3M | Buy |
79,517
+1,415
| +2% | +$200K | 3.32% | 3 |
|
|
2021
Q2 | $10.7M | Buy |
78,102
+19,490
| +33% | +$2.67M | 3.17% | 3 |
|
|
2021
Q1 | $7.16M | Buy |
58,612
+1,735
| +3% | +$212K | 2.45% | 8 |
|
|
2020
Q4 | $7.55M | Buy |
56,877
+2,580
| +5% | +$342K | 2.71% | 6 |
|
|
2020
Q3 | $6.29M | Buy |
54,297
+40,696
| +299% | +$4.71M | 2.58% | 9 |
|
|
2020
Q2 | $4.96M | Buy |
13,601
+684
| +5% | +$250K | 2.71% | 9 |
|
|
2020
Q1 | $3.29M | Buy |
12,917
+1,065
| +9% | +$271K | 2.28% | 10 |
|
|
2019
Q4 | $3.48M | Buy |
11,852
+303
| +3% | +$89K | 1.72% | 13 |
|
|
2019
Q3 | $2.59M | Buy |
11,549
+33
| +0.3% | +$7.39K | 1.53% | 15 |
|
|
2019
Q2 | $2.28M | Buy |
11,516
+80
| +0.7% | +$15.8K | 1.41% | 17 |
|
|
2019
Q1 | $2.17M | Buy |
11,436
+426
| +4% | +$80.9K | 1.44% | 22 |
|
|
2018
Q4 | $1.74M | Buy |
11,010
+2,111
| +24% | +$333K | 1.34% | 20 |
|
|
2018
Q3 | $2.01M | Buy |
8,899
+2,018
| +29% | +$456K | 1.41% | 19 |
|
|
2018
Q2 | $1.27M | Buy |
6,881
+666
| +11% | +$123K | 1.13% | 24 |
|
|
2018
Q1 | $1.04M | Buy |
6,215
+24
| +0.4% | +$4.03K | 0.88% | 34 |
|
|
2017
Q4 | $1.1M | Buy |
+6,191
| New | +$1.1M | 1.03% | 27 |
|