LC
Lindbrook Capital’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $54M | Sell |
242,906
-5,396
| -2% | -$1.2M | 4.97% | 3 |
|
|
2024
Q4 | $62.2M | Sell |
248,302
-16,020
| -6% | -$4.01M | 5.61% | 3 |
|
|
2024
Q3 | $61.6M | Buy |
264,322
+3,604
| +1% | +$840K | 5.45% | 3 |
|
|
2024
Q2 | $54.9M | Sell |
260,718
-17,103
| -6% | -$3.6M | 5.16% | 4 |
|
|
2024
Q1 | $47.6M | Sell |
277,821
-9,174
| -3% | -$1.57M | 4.46% | 4 |
|
|
2023
Q4 | $55.3M | Sell |
286,995
-2,277
| -0.8% | -$438K | 5.52% | 4 |
|
|
2023
Q3 | $49.5M | Sell |
289,272
-2,652
| -0.9% | -$454K | 5.54% | 4 |
|
|
2023
Q2 | $56.6M | Buy |
291,924
+8,416
| +3% | +$1.63M | 6.03% | 4 |
|
|
2023
Q1 | $46.8M | Buy |
283,508
+3,904
| +1% | +$644K | 5.48% | 4 |
|
|
2022
Q4 | $36.3M | Buy |
279,604
+44,554
| +19% | +$5.79M | 4.47% | 4 |
|
|
2022
Q3 | $32.5M | Buy |
235,050
+4,432
| +2% | +$613K | 5.48% | 4 |
|
|
2022
Q2 | $31.5M | Buy |
230,618
+22,338
| +11% | +$3.05M | 5.21% | 4 |
|
|
2022
Q1 | $36.4M | Buy |
208,280
+16,183
| +8% | +$2.83M | 5.61% | 4 |
|
|
2021
Q4 | $34.1M | Buy |
192,097
+64,426
| +50% | +$11.4M | 5.19% | 4 |
|
|
2021
Q3 | $18.1M | Sell |
127,671
-30,407
| -19% | -$4.3M | 4.73% | 4 |
|
|
2021
Q2 | $21.7M | Sell |
158,078
-7,405
| -4% | -$1.01M | 4.84% | 4 |
|
|
2021
Q1 | $20.2M | Buy |
165,483
+17,488
| +12% | +$2.14M | 4.55% | 4 |
|
|
2020
Q4 | $19.6M | Sell |
147,995
-13,743
| -8% | -$1.82M | 4.8% | 4 |
|
|
2020
Q3 | $18.7M | Buy |
161,738
+120,559
| +293% | +$14M | 5.16% | 4 |
|
|
2020
Q2 | $15M | Buy |
41,179
+3,626
| +10% | +$1.32M | 4.46% | 4 |
|
|
2020
Q1 | $9.55M | Buy |
37,553
+3,572
| +11% | +$908K | 3.61% | 4 |
|
|
2019
Q4 | $9.98M | Sell |
33,981
-190
| -0.6% | -$55.8K | 3.47% | 5 |
|
|
2019
Q3 | $7.65M | Buy |
34,171
+218
| +0.6% | +$48.8K | 2.89% | 5 |
|
|
2019
Q2 | $6.72M | Buy |
33,953
+482
| +1% | +$95.4K | 2.59% | 6 |
|
|
2019
Q1 | $6.36M | Buy |
33,471
+1,652
| +5% | +$314K | 2.53% | 6 |
|
|
2018
Q4 | $5.02M | Buy |
+31,819
| New | +$5.02M | 2.47% | 5 |
|