LWA
Lineweaver Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
94,963
+3,622
| +4% | +$743K | 3.08% | 9 |
|
|
2025
Q1 | $20.3M | Sell |
91,341
-439
| -0.5% | -$97.5K | 3.46% | 8 |
|
|
2024
Q4 | $23M | Buy |
91,780
+1,694
| +2% | +$424K | 4.25% | 4 |
|
|
2024
Q3 | $21M | Buy |
90,086
+1,735
| +2% | +$404K | 4% | 6 |
|
|
2024
Q2 | $18.6M | Buy |
88,351
+775
| +0.9% | +$163K | 3.86% | 6 |
|
|
2024
Q1 | $15M | Buy |
87,576
+951
| +1% | +$163K | 3.57% | 4 |
|
|
2023
Q4 | $16.7M | Buy |
86,625
+6,962
| +9% | +$1.34M | 4.32% | 4 |
|
|
2023
Q3 | $13.6M | Buy |
79,663
+5,450
| +7% | +$933K | 3.97% | 4 |
|
|
2023
Q2 | $14.4M | Sell |
74,213
-3,624
| -5% | -$703K | 4.11% | 4 |
|
|
2023
Q1 | $12.8M | Sell |
77,837
-5,186
| -6% | -$855K | 3.94% | 5 |
|
|
2022
Q4 | $10.8M | Sell |
83,023
-827
| -1% | -$107K | 3.27% | 7 |
|
|
2022
Q3 | $11.6M | Buy |
83,850
+624
| +0.7% | +$86.2K | 3.76% | 6 |
|
|
2022
Q2 | $11.4M | Buy |
83,226
+159
| +0.2% | +$21.7K | 3.76% | 6 |
|
|
2022
Q1 | $14.5M | Sell |
83,067
-1,794
| -2% | -$313K | 4.14% | 5 |
|
|
2021
Q4 | $15.1M | Sell |
84,861
-3,762
| -4% | -$668K | 4.34% | 6 |
|
|
2021
Q3 | $12.5M | Buy |
88,623
+10,883
| +14% | +$1.54M | 3.83% | 8 |
|
|
2021
Q2 | $10.6M | Buy |
77,740
+711
| +0.9% | +$97.4K | 3.49% | 8 |
|
|
2021
Q1 | $9.41M | Buy |
77,029
+2,008
| +3% | +$245K | 3.34% | 9 |
|
|
2020
Q4 | $9.95M | Buy |
75,021
+903
| +1% | +$120K | 3.9% | 8 |
|
|
2020
Q3 | $8.58M | Buy |
74,118
+56,347
| +317% | +$6.53M | 3.83% | 7 |
|
|
2020
Q2 | $6.48M | Buy |
17,771
+874
| +5% | +$319K | 3.3% | 10 |
|
|
2020
Q1 | $4.3M | Sell |
16,897
-143
| -0.8% | -$36.4K | 2.7% | 11 |
|
|
2019
Q4 | $5M | Buy |
+17,040
| New | +$5M | 2.82% | 13 |
|