Lido Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797M | Buy |
3,884,090
+246,182
| +7% | +$50.5M | 3.1% | 4 |
|
|
2025
Q1 | $808M | Buy |
3,637,908
+367,494
| +11% | +$81.6M | 3.64% | 4 |
|
|
2024
Q4 | $819M | Buy |
3,270,414
+305,041
| +10% | +$76.4M | 3.73% | 4 |
|
|
2024
Q3 | $691M | Buy |
2,965,373
+192,532
| +7% | +$44.9M | 3.44% | 4 |
|
|
2024
Q2 | $584M | Buy |
2,772,841
+227,402
| +9% | +$47.9M | 3.25% | 5 |
|
|
2024
Q1 | $436M | Buy |
2,545,439
+3,225
| +0.1% | +$553K | 2.57% | 5 |
|
|
2023
Q4 | $489M | Buy |
2,542,214
+139,244
| +6% | +$26.8M | 3.31% | 4 |
|
|
2023
Q3 | $411M | Buy |
2,402,970
+176,955
| +8% | +$30.3M | 3.13% | 4 |
|
|
2023
Q2 | $432M | Buy |
2,226,015
+26,814
| +1% | +$5.2M | 3.08% | 4 |
|
|
2023
Q1 | $363M | Buy |
2,199,201
+223,423
| +11% | +$36.8M | 3.53% | 3 |
|
|
2022
Q4 | $257M | Buy |
1,975,778
+121,262
| +7% | +$15.8M | 3.13% | 3 |
|
|
2022
Q3 | $256M | Sell |
1,854,516
-18,878
| -1% | -$2.61M | 3.22% | 3 |
|
|
2022
Q2 | $256M | Sell |
1,873,394
-57,739
| -3% | -$7.89M | 3.4% | 3 |
|
|
2022
Q1 | $337M | Sell |
1,931,133
-60,045
| -3% | -$10.5M | 3.76% | 2 |
|
|
2021
Q4 | $354M | Buy |
1,991,178
+48,771
| +3% | +$8.66M | 3.85% | 2 |
|
|
2021
Q3 | $275M | Buy |
1,942,407
+215,419
| +12% | +$30.5M | 3.84% | 2 |
|
|
2021
Q2 | $237M | Buy |
1,726,988
+57,268
| +3% | +$7.84M | 3.29% | 3 |
|
|
2021
Q1 | $204M | Buy |
1,669,720
+24,602
| +1% | +$3.01M | 3.52% | 3 |
|
|
2020
Q4 | $218M | Sell |
1,645,118
-3,704
| -0.2% | -$491K | 4.55% | 2 |
|
|
2020
Q3 | $191M | Buy |
1,648,822
+1,227,941
| +292% | +$142M | 4.89% | 2 |
|
|
2020
Q2 | $154M | Buy |
420,881
+19,144
| +5% | +$6.98M | 4.64% | 2 |
|
|
2020
Q1 | $102M | Buy |
401,737
+13,151
| +3% | +$3.34M | 4.34% | 2 |
|
|
2019
Q4 | $114M | Buy |
388,586
+267,275
| +220% | +$78.5M | 4.54% | 1 |
|
|
2019
Q3 | $27.2M | Buy |
121,311
+14,791
| +14% | +$3.31M | 1.37% | 6 |
|
|
2019
Q2 | $21.1M | Buy |
106,520
+6,900
| +7% | +$1.37M | 1.21% | 9 |
|
|
2019
Q1 | $18.9M | Buy |
99,620
+11,884
| +14% | +$2.26M | 1.23% | 11 |
|
|
2018
Q4 | $13.8M | Sell |
87,736
-417
| -0.5% | -$65.8K | 1.37% | 11 |
|
|
2018
Q3 | $19.9M | Buy |
88,153
+5,957
| +7% | +$1.34M | 1.94% | 6 |
|
|
2018
Q2 | $15.2M | Buy |
82,196
+4,602
| +6% | +$852K | 1.75% | 9 |
|
|
2018
Q1 | $13M | Buy |
77,594
+10,814
| +16% | +$1.81M | 1.78% | 10 |
|
|
2017
Q4 | $11.3M | Buy |
66,780
+984
| +1% | +$167K | 1.61% | 13 |
|
|
2017
Q3 | $11.1M | Buy |
65,796
+12,395
| +23% | +$2.1M | 1.78% | 14 |
|
|
2017
Q2 | $7.69M | Sell |
53,401
-2,167
| -4% | -$312K | 1.6% | 13 |
|
|
2017
Q1 | $8.5M | Buy |
55,568
+759
| +1% | +$116K | 2.35% | 14 |
|
|
2016
Q4 | $6.35M | Buy |
54,809
+8,750
| +19% | +$1.01M | 1.57% | 11 |
|
|
2016
Q3 | $5.21M | Sell |
46,059
-3,622
| -7% | -$409K | 1.59% | 10 |
|
|
2016
Q2 | $4.75M | Buy |
49,681
+3,657
| +8% | +$350K | 1.47% | 11 |
|
|
2016
Q1 | $5.02M | Buy |
+46,024
| New | +$5.02M | 1.69% | 8 |
|