LGT Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
4,906
+294
| +6% | +$60.3K | 2.55% | 10 |
|
|
2025
Q1 | $1.02M | Sell |
4,612
-2,000
| -30% | -$444K | 3.13% | 5 |
|
|
2024
Q4 | $1.66M | Buy |
6,612
+423
| +7% | +$106K | 3.66% | 4 |
|
|
2024
Q3 | $1.44M | Sell |
6,189
-1,427
| -19% | -$333K | 3.56% | 3 |
|
|
2024
Q2 | $1.6M | Buy |
7,616
+129
| +2% | +$27.2K | 3.38% | 4 |
|
|
2024
Q1 | $1.28M | Sell |
7,487
-629
| -8% | -$108K | 1.49% | 11 |
|
|
2023
Q4 | $1.56M | Sell |
8,116
-983
| -11% | -$189K | 1.91% | 10 |
|
|
2023
Q3 | $1.56M | Sell |
9,099
-78
| -0.8% | -$13.4K | 1.98% | 9 |
|
|
2023
Q2 | $1.78M | Hold |
9,177
| – | – | 1.89% | 8 |
|
|
2023
Q1 | $1.51M | Sell |
9,177
-1,844
| -17% | -$304K | 2.82% | 8 |
|
|
2022
Q4 | $1.43M | Buy |
+11,021
| New | +$1.43M | 1.68% | 14 |
|