Lifestyle Asset Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
10,215
+2,165
| +27% | +$444K | 0.98% | 19 |
|
|
2025
Q1 | $1.79M | Sell |
8,050
-145
| -2% | -$32.2K | 0.98% | 19 |
|
|
2024
Q4 | $2.05M | Buy |
8,195
+203
| +3% | +$50.8K | 1.12% | 15 |
|
|
2024
Q3 | $1.86M | Buy |
7,992
+51
| +0.6% | +$11.9K | 1.03% | 16 |
|
|
2024
Q2 | $1.67M | Sell |
7,941
-595
| -7% | -$125K | 0.96% | 18 |
|
|
2024
Q1 | $1.46M | Sell |
8,536
-936
| -10% | -$161K | 0.86% | 18 |
|
|
2023
Q4 | $1.82M | Buy |
9,472
+103
| +1% | +$19.8K | 1.01% | 14 |
|
|
2023
Q3 | $1.6M | Buy |
9,369
+815
| +10% | +$140K | 0.97% | 14 |
|
|
2023
Q2 | $1.66M | Sell |
8,554
-676
| -7% | -$131K | 1% | 12 |
|
|
2023
Q1 | $1.52M | Buy |
9,230
+629
| +7% | +$104K | 1.02% | 13 |
|
|
2022
Q4 | $1.12M | Buy |
+8,601
| New | +$1.12M | 0.89% | 16 |
|