Lineweaver Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.9M | Buy |
93,087
+2,310
| +3% | +$661K | 3.2% | 7 |
|
|
2026
Q1 | $23M | Sell |
90,777
-1,899
| -2% | -$494K | 3.11% | 9 |
|
|
2025
Q4 | $25.2M | Buy |
92,676
+80
| +0.1% | +$21.5K | 3.44% | 9 |
|
|
2025
Q3 | $23.6M | Sell |
92,596
-2,367
| -2% | -$535K | 3.45% | 9 |
|
|
2025
Q2 | $19.5M | Buy |
94,963
+3,622
| +4% | +$731K | 3.08% | 9 |
|
|
2025
Q1 | $20.3M | Sell |
91,341
-439
| -0.5% | -$102K | 3.46% | 8 |
|
|
2024
Q4 | $23M | Buy |
91,780
+1,694
| +2% | +$399K | 4.25% | 4 |
|
|
2024
Q3 | $21M | Buy |
90,086
+1,735
| +2% | +$387K | 4% | 6 |
|
|
2024
Q2 | $18.6M | Buy |
88,351
+775
| +0.9% | +$145K | 3.86% | 6 |
|
|
2024
Q1 | $15M | Buy |
87,576
+951
| +1% | +$173K | 3.57% | 4 |
|
|
2023
Q4 | $16.7M | Buy |
86,625
+6,962
| +9% | +$1.29M | 4.32% | 4 |
|
|
2023
Q3 | $13.6M | Buy |
79,663
+5,450
| +7% | +$999K | 3.97% | 4 |
|
|
2023
Q2 | $14.4M | Sell |
74,213
-3,624
| -5% | -$631K | 4.11% | 4 |
|
|
2023
Q1 | $12.8M | Sell |
77,837
-5,186
| -6% | -$765K | 3.95% | 5 |
|
|
2022
Q4 | $10.8M | Sell |
83,023
-827
| -1% | -$118K | 3.27% | 7 |
|
|
2022
Q3 | $11.6M | Buy |
83,850
+624
| +0.7% | +$97.9K | 3.76% | 6 |
|
|
2022
Q2 | $11.4M | Buy |
83,226
+159
| +0.2% | +$24.1K | 3.76% | 6 |
|
|
2022
Q1 | $14.5M | Sell |
83,067
-1,794
| -2% | -$302K | 4.14% | 5 |
|
|
2021
Q4 | $15.1M | Sell |
84,861
-3,762
| -4% | -$595K | 4.34% | 6 |
|
|
2021
Q3 | $12.5M | Buy |
88,623
+10,883
| +14% | +$1.6M | 3.83% | 8 |
|
|
2021
Q2 | $10.6M | Buy |
77,740
+711
| +0.9% | +$92.1K | 3.49% | 8 |
|
|
2021
Q1 | $9.41M | Buy |
77,029
+2,008
| +3% | +$258K | 3.34% | 9 |
|
|
2020
Q4 | $9.95M | Buy |
75,021
+903
| +1% | +$109K | 3.9% | 8 |
|
|
2020
Q3 | $8.58M | Buy |
74,118
+3,034
| +4% | +$331K | 3.83% | 7 |
|
|
2020
Q2 | $6.48M | Buy |
71,084
+3,496
| +5% | +$271K | 3.3% | 10 |
|
|
2020
Q1 | $4.3M | Sell |
67,588
-572
| -0.8% | -$42.1K | 2.7% | 11 |
|
|
2019
Q4 | $5M | Buy |
+68,160
| New | +$4.38M | 2.82% | 13 |
|
Other funds holding AAPL
CRM
CNB
P
WT
AAMU
SP
CAM
DC