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Lighthouse Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
5,689
-101
-2% -$20.7K 1.01% 17
2025
Q1
$1.29M Sell
5,790
-339
-6% -$75.3K 1.18% 14
2024
Q4
$1.53M Buy
+6,129
New +$1.53M 1.41% 14