Lindenwold Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Buy |
38,958
+773
| +2% | +$159K | 4.15% | 4 |
|
|
2025
Q1 | $8.48M | Sell |
38,185
-1,540
| -4% | -$342K | 4.72% | 3 |
|
|
2024
Q4 | $9.95M | Sell |
39,725
-1,519
| -4% | -$380K | 5.31% | 2 |
|
|
2024
Q3 | $9.61M | Buy |
41,244
+431
| +1% | +$100K | 4.84% | 3 |
|
|
2024
Q2 | $8.6M | Buy |
40,813
+49
| +0.1% | +$10.3K | 4.59% | 4 |
|
|
2024
Q1 | $6.99M | Sell |
40,764
-1,272
| -3% | -$218K | 3.74% | 4 |
|
|
2023
Q4 | $8.09M | Sell |
42,036
-258
| -0.6% | -$49.7K | 4.6% | 3 |
|
|
2023
Q3 | $7.24M | Sell |
42,294
-234
| -0.6% | -$40.1K | 4.51% | 3 |
|
|
2023
Q2 | $8.25M | Sell |
42,528
-6,444
| -13% | -$1.25M | 5.06% | 2 |
|
|
2023
Q1 | $8.08M | Buy |
48,972
+295
| +0.6% | +$48.6K | 5.01% | 2 |
|
|
2022
Q4 | $6.32M | Buy |
48,677
+505
| +1% | +$65.6K | 4.24% | 2 |
|
|
2022
Q3 | $6.66M | Sell |
48,172
-2,960
| -6% | -$409K | 4.93% | 2 |
|
|
2022
Q2 | $6.99M | Buy |
51,132
+708
| +1% | +$96.8K | 4.97% | 2 |
|
|
2022
Q1 | $8.81M | Buy |
50,424
+3,932
| +8% | +$687K | 5.41% | 2 |
|
|
2021
Q4 | $8.26M | Buy |
+46,492
| New | +$8.26M | 4.82% | 2 |
|