LW
Linscomb Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
152,193
+2,124
| +1% | +$436K | 1.44% | 13 |
|
|
2025
Q1 | $33.3M | Sell |
150,069
-3,499
| -2% | -$777K | 1.66% | 12 |
|
|
2024
Q4 | $38.5M | Sell |
153,568
-2,265
| -1% | -$567K | 1.91% | 11 |
|
|
2024
Q3 | $36.3M | Sell |
155,833
-5,999
| -4% | -$1.4M | 1.8% | 11 |
|
|
2024
Q2 | $34.1M | Sell |
161,832
-255
| -0.2% | -$53.7K | 1.76% | 11 |
|
|
2024
Q1 | $27.8M | Sell |
162,087
-1,439
| -0.9% | -$247K | 1.43% | 12 |
|
|
2023
Q4 | $31.5M | Sell |
163,526
-4,600
| -3% | -$886K | 1.73% | 11 |
|
|
2023
Q3 | $28.8M | Sell |
168,126
-12,239
| -7% | -$2.1M | 1.68% | 12 |
|
|
2023
Q2 | $35M | Sell |
180,365
-763
| -0.4% | -$148K | 1.89% | 11 |
|
|
2023
Q1 | $29.9M | Sell |
181,128
-12,419
| -6% | -$2.05M | 1.57% | 12 |
|
|
2022
Q4 | $25.1M | Buy |
193,547
+9,466
| +5% | +$1.23M | 1.28% | 12 |
|
|
2022
Q3 | $25.4M | Buy |
184,081
+2,900
| +2% | +$401K | 1.54% | 12 |
|
|
2022
Q2 | $24.8M | Sell |
181,181
-14,430
| -7% | -$1.97M | 1.42% | 12 |
|
|
2022
Q1 | $34.2M | Buy |
195,611
+5,135
| +3% | +$897K | 1.63% | 12 |
|
|
2021
Q4 | $33.8M | Sell |
190,476
-2,238
| -1% | -$397K | 1.61% | 12 |
|
|
2021
Q3 | $27.3M | Sell |
192,714
-1,441
| -0.7% | -$204K | 1.41% | 12 |
|
|
2021
Q2 | $26.6M | Buy |
194,155
+2,594
| +1% | +$355K | 1.36% | 12 |
|
|
2021
Q1 | $23.4M | Buy |
191,561
+6,926
| +4% | +$846K | 1.27% | 12 |
|
|
2020
Q4 | $24.5M | Sell |
184,635
-7,453
| -4% | -$989K | 1.46% | 11 |
|
|
2020
Q3 | $22.2M | Buy |
192,088
+143,783
| +298% | +$16.7M | 1.53% | 11 |
|
|
2020
Q2 | $17.6M | Buy |
48,305
+5,789
| +14% | +$2.11M | 1.29% | 11 |
|
|
2020
Q1 | $10.8M | Buy |
42,516
+21
| +0% | +$5.34K | 0.96% | 12 |
|
|
2019
Q4 | $12.5M | Buy |
42,495
+1,618
| +4% | +$475K | 0.81% | 14 |
|
|
2019
Q3 | $9.16M | Buy |
40,877
+1,158
| +3% | +$259K | 0.74% | 20 |
|
|
2019
Q2 | $7.86M | Sell |
39,719
-2,440
| -6% | -$483K | 0.65% | 21 |
|
|
2019
Q1 | $8.01M | Sell |
42,159
-160
| -0.4% | -$30.4K | 0.67% | 20 |
|
|
2018
Q4 | $6.68M | Sell |
42,319
-2,167
| -5% | -$342K | 0.63% | 21 |
|
|
2018
Q3 | $10M | Sell |
44,486
-8,737
| -16% | -$1.97M | 0.82% | 16 |
|
|
2018
Q2 | $9.85M | Buy |
53,223
+1,254
| +2% | +$232K | 0.84% | 17 |
|
|
2018
Q1 | $8.72M | Sell |
51,969
-825
| -2% | -$138K | 0.74% | 19 |
|
|
2017
Q4 | $8.93M | Sell |
52,794
-1,140
| -2% | -$193K | 0.73% | 21 |
|
|
2017
Q3 | $8.31M | Buy |
53,934
+2,060
| +4% | +$317K | 0.71% | 22 |
|
|
2017
Q2 | $7.47M | Buy |
51,874
+1,562
| +3% | +$225K | 0.67% | 23 |
|
|
2017
Q1 | $7.23M | Sell |
50,312
-318
| -0.6% | -$45.7K | 0.65% | 23 |
|
|
2016
Q4 | $5.86M | Buy |
50,630
+1,111
| +2% | +$129K | 0.55% | 24 |
|
|
2016
Q3 | $5.6M | Sell |
49,519
-760
| -2% | -$85.9K | 0.54% | 22 |
|
|
2016
Q2 | $4.81M | Sell |
50,279
-658
| -1% | -$62.9K | 0.48% | 28 |
|
|
2016
Q1 | $5.55M | Buy |
50,937
+1,082
| +2% | +$118K | 0.6% | 23 |
|
|
2015
Q4 | $5.25M | Sell |
49,855
-507
| -1% | -$53.4K | 0.59% | 24 |
|
|
2015
Q3 | $5.56M | Buy |
50,362
+522
| +1% | +$57.6K | 0.65% | 23 |
|
|
2015
Q2 | $6.25M | Buy |
49,840
+170
| +0.3% | +$21.3K | 0.68% | 21 |
|
|
2015
Q1 | $6.18M | Sell |
49,670
-1,015
| -2% | -$126K | 0.66% | 22 |
|
|
2014
Q4 | $5.6M | Buy |
50,685
+73
| +0.1% | +$8.06K | 0.62% | 25 |
|
|
2014
Q3 | $5.1M | Buy |
50,612
+1,986
| +4% | +$200K | 0.56% | 30 |
|
|
2014
Q2 | $4.52M | Buy |
48,626
+41,327
| +566% | +$3.84M | 0.48% | 32 |
|
|
2014
Q1 | $3.92M | Buy |
7,299
+2,229
| +44% | +$1.2M | 0.43% | 36 |
|
|
2013
Q4 | $2.84M | Buy |
5,070
+458
| +10% | +$257K | 0.35% | 42 |
|
|
2013
Q3 | $2.2M | Buy |
4,612
+18
| +0.4% | +$8.58K | 0.29% | 49 |
|
|
2013
Q2 | $1.82M | Buy |
+4,594
| New | +$1.82M | 0.25% | 52 |
|