LWM
Liberty Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
109,386
-4,904
| -4% | -$1.01M | 3.52% | 8 |
|
|
2025
Q1 | $25.4M | Sell |
114,290
-2,419
| -2% | -$537K | 4.86% | 4 |
|
|
2024
Q4 | $29.2M | Sell |
116,709
-1,740
| -1% | -$436K | 4.87% | 4 |
|
|
2024
Q3 | $27.6M | Sell |
118,449
-63,102
| -35% | -$14.7M | 4.69% | 4 |
|
|
2024
Q2 | $24.4M | Buy |
181,551
+75,072
| +71% | +$10.1M | 4.47% | 5 |
|
|
2024
Q1 | $18.3M | Buy |
106,479
+4,065
| +4% | +$697K | 3.56% | 5 |
|
|
2023
Q4 | $19.7M | Buy |
102,414
+6,879
| +7% | +$1.32M | 4.22% | 5 |
|
|
2023
Q3 | $16.4M | Sell |
95,535
-7,467
| -7% | -$1.28M | 4.07% | 4 |
|
|
2023
Q2 | $20M | Sell |
103,002
-84,240
| -45% | -$16.3M | 4.94% | 4 |
|
|
2023
Q1 | $30.3M | Buy |
+187,242
| New | +$30.3M | 6.26% | 2 |
|
|
2022
Q3 | $13.1M | Buy |
94,583
+1,116
| +1% | +$154K | 3.49% | 8 |
|
|
2022
Q2 | $12.8M | Buy |
93,467
+3,238
| +4% | +$443K | 5.18% | 3 |
|
|
2022
Q1 | $15.7M | Buy |
90,229
+2,170
| +2% | +$379K | 5.68% | 3 |
|
|
2021
Q4 | $15.7K | Buy |
88,059
+1,530
| +2% | +$273 | 0.68% | 22 |
|
|
2021
Q3 | $12.3M | Sell |
86,529
-98,168
| -53% | -$13.9M | 4.37% | 3 |
|
|
2021
Q2 | $25.3M | Buy |
184,697
+5,096
| +3% | +$699K | 9.85% | 1 |
|
|
2021
Q1 | $24.1M | Hold |
179,601
| – | – | 11.77% | 1 |
|
|
2020
Q4 | $24.1M | Sell |
179,601
-9,637
| -5% | -$1.29M | 11.79% | 1 |
|
|
2020
Q3 | $21.9M | Buy |
189,238
+147,061
| +349% | +$17M | 12.92% | 1 |
|
|
2020
Q2 | $15.4M | Sell |
42,177
-2,293
| -5% | -$837K | 10.83% | 1 |
|
|
2020
Q1 | $11.3M | Sell |
44,470
-329
| -0.7% | -$83.7K | 9.88% | 1 |
|
|
2019
Q4 | $13.2M | Buy |
44,799
+590
| +1% | +$173K | 10.37% | 1 |
|
|
2019
Q3 | $9.9M | Sell |
44,209
-8,231
| -16% | -$1.84M | 9.37% | 1 |
|
|
2019
Q2 | $10.4M | Buy |
52,440
+8,359
| +19% | +$1.65M | 9.1% | 1 |
|
|
2019
Q1 | $8.37M | Sell |
44,081
-228
| -0.5% | -$43.3K | 6.31% | 3 |
|
|
2018
Q4 | $6.99M | Buy |
+44,309
| New | +$6.99M | 5.21% | 4 |
|