LOIM
Liberty One Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
25,915
+1,515
| +6% | +$311K | 0.54% | 45 |
|
|
2025
Q1 | $5.42M | Buy |
24,400
+1,323
| +6% | +$294K | 0.55% | 40 |
|
|
2024
Q4 | $5.78M | Buy |
23,077
+1,134
| +5% | +$284K | 0.63% | 34 |
|
|
2024
Q3 | $5.11M | Buy |
21,943
+697
| +3% | +$162K | 0.52% | 39 |
|
|
2024
Q2 | $4.48M | Buy |
21,246
+50
| +0.2% | +$10.5K | 0.5% | 38 |
|
|
2024
Q1 | $3.63M | Buy |
21,196
+1,561
| +8% | +$268K | 0.41% | 51 |
|
|
2023
Q4 | $3.78M | Buy |
19,635
+621
| +3% | +$120K | 0.47% | 36 |
|
|
2023
Q3 | $3.26M | Buy |
19,014
+502
| +3% | +$85.9K | 0.47% | 34 |
|
|
2023
Q2 | $3.59M | Buy |
18,512
+9
| +0% | +$1.75K | 0.47% | 31 |
|
|
2023
Q1 | $3.05M | Buy |
18,503
+1,955
| +12% | +$322K | 0.42% | 32 |
|
|
2022
Q4 | $2.15M | Buy |
16,548
+808
| +5% | +$105K | 0.31% | 62 |
|
|
2022
Q3 | $2.18M | Sell |
15,740
-7,868
| -33% | -$1.09M | 0.36% | 40 |
|
|
2022
Q2 | $3.23M | Buy |
23,608
+777
| +3% | +$106K | 0.55% | 29 |
|
|
2022
Q1 | $3.99M | Sell |
22,831
-270
| -1% | -$47.2K | 0.61% | 29 |
|
|
2021
Q4 | $4.1M | Buy |
23,101
+194
| +0.8% | +$34.4K | 0.62% | 29 |
|
|
2021
Q3 | $3.24M | Sell |
22,907
-701
| -3% | -$99.2K | 0.55% | 29 |
|
|
2021
Q2 | $3.23M | Buy |
23,608
+1
| +0% | +$137 | 0.55% | 29 |
|
|
2021
Q1 | $2.88M | Sell |
23,607
-1,173
| -5% | -$143K | 0.51% | 29 |
|
|
2020
Q4 | $3.29M | Sell |
24,780
-776
| -3% | -$103K | 0.62% | 27 |
|
|
2020
Q3 | $2.96M | Buy |
25,556
+18,389
| +257% | +$2.13M | 0.61% | 27 |
|
|
2020
Q2 | $2.62M | Sell |
7,167
-1,631
| -19% | -$595K | 0.59% | 27 |
|
|
2020
Q1 | $2.24M | Sell |
8,798
-797
| -8% | -$203K | 0.58% | 27 |
|
|
2019
Q4 | $2.82M | Buy |
+9,595
| New | +$2.82M | 0.61% | 27 |
|