LA
Lifeworks Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
30,896
+1,954
| +7% | +$401K | 0.95% | 29 |
|
|
2025
Q1 | $6.43M | Buy |
28,942
+1,509
| +6% | +$335K | 1.07% | 25 |
|
|
2024
Q4 | $6.87M | Buy |
27,433
+1,419
| +5% | +$355K | 1.24% | 17 |
|
|
2024
Q3 | $6.06M | Sell |
26,014
-1,440
| -5% | -$336K | 1.19% | 21 |
|
|
2024
Q2 | $5.78M | Buy |
27,454
+2,972
| +12% | +$626K | 1.61% | 17 |
|
|
2024
Q1 | $4.2M | Buy |
24,482
+1,350
| +6% | +$231K | 1.18% | 26 |
|
|
2023
Q4 | $4.45M | Sell |
23,132
-7,077
| -23% | -$1.36M | 1.54% | 16 |
|
|
2023
Q3 | $5.17M | Sell |
30,209
-2,033
| -6% | -$348K | 2.01% | 9 |
|
|
2023
Q2 | $6.25M | Buy |
32,242
+53
| +0.2% | +$10.3K | 2.66% | 6 |
|
|
2023
Q1 | $5.31M | Buy |
32,189
+7,678
| +31% | +$1.27M | 2.51% | 5 |
|
|
2022
Q4 | $3.18M | Sell |
24,511
-1,384
| -5% | -$180K | 1.79% | 16 |
|
|
2022
Q3 | $3.97M | Sell |
25,895
-2,660
| -9% | -$408K | 2.26% | 7 |
|
|
2022
Q2 | $3.9M | Sell |
28,555
-207
| -0.7% | -$28.3K | 2.48% | 6 |
|
|
2022
Q1 | $5.02M | Buy |
28,762
+7,040
| +32% | +$1.23M | 3.32% | 4 |
|
|
2021
Q4 | $3.86M | Buy |
+21,722
| New | +$3.86M | 3.07% | 6 |
|