Lifeworks Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
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|
2025
Q1 | $6.43M | Buy |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $6.06M | Sell |
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|
2024
Q2 | $5.78M | Buy |
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|
2024
Q1 | $4.2M | Buy |
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|
2023
Q4 | $4.45M | Sell |
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|
2023
Q3 | $5.17M | Sell |
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|
2023
Q2 | $6.25M | Buy |
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|
2023
Q1 | $5.31M | Buy |
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|
2022
Q4 | $3.18M | Sell |
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|
2022
Q3 | $3.97M | Sell |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $5.02M | Buy |
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|
2021
Q4 | $3.86M | Buy |
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