LFA
LifeGuide Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
3,694
+725
| +24% | +$149K | 0.28% | 26 |
|
|
2025
Q1 | $660K | Buy |
2,969
+63
| +2% | +$14K | 0.27% | 25 |
|
|
2024
Q4 | $728K | Buy |
2,906
+741
| +34% | +$186K | 0.31% | 23 |
|
|
2024
Q3 | $504K | Sell |
2,165
-396
| -15% | -$92.3K | 0.22% | 27 |
|
|
2024
Q2 | $539K | Sell |
2,561
-1,546
| -38% | -$326K | 0.26% | 26 |
|
|
2024
Q1 | $704K | Sell |
4,107
-4,963
| -55% | -$851K | 0.35% | 23 |
|
|
2023
Q4 | $1.75M | Buy |
9,070
+109
| +1% | +$21K | 0.92% | 13 |
|
|
2023
Q3 | $1.53M | Buy |
+8,961
| New | +$1.53M | 0.9% | 14 |
|