LWM
Lionsbridge Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
7,102
-10,208
| -59% | -$2.09M | 1.45% | 32 |
|
|
2025
Q1 | $4.12M | Buy |
17,310
+7,542
| +77% | +$1.8M | 3.66% | 8 |
|
|
2024
Q4 | $2.45M | Sell |
9,768
-5,471
| -36% | -$1.37M | 2.05% | 17 |
|
|
2024
Q3 | $3.55M | Sell |
15,239
-230
| -1% | -$53.6K | 2.81% | 11 |
|
|
2024
Q2 | $3.26M | Buy |
15,469
+19
| +0.1% | +$4K | 2.61% | 12 |
|
|
2024
Q1 | $2.65M | Sell |
15,450
-18
| -0.1% | -$3.09K | 2.05% | 18 |
|
|
2023
Q4 | $2.98M | Buy |
15,468
+918
| +6% | +$177K | 2.38% | 20 |
|
|
2023
Q3 | $2.49M | Sell |
14,550
-1
| -0% | -$171 | 2.36% | 15 |
|
|
2023
Q2 | $2.82M | Sell |
14,551
-263
| -2% | -$51K | 2.52% | 16 |
|
|
2023
Q1 | $2.44M | Sell |
14,814
-175
| -1% | -$28.9K | 2.26% | 12 |
|
|
2022
Q4 | $1.95M | Buy |
14,989
+297
| +2% | +$38.6K | 1.9% | 17 |
|
|
2022
Q3 | $2.03M | Sell |
14,692
-188
| -1% | -$26K | 2.91% | 9 |
|
|
2022
Q2 | $2.03M | Sell |
14,880
-199
| -1% | -$27.2K | 2.35% | 11 |
|
|
2022
Q1 | $2.63M | Sell |
15,079
-385
| -2% | -$67.2K | 3.05% | 6 |
|
|
2021
Q4 | $2.75M | Sell |
15,464
-2,274
| -13% | -$404K | 2.95% | 6 |
|
|
2021
Q3 | $2.51M | Sell |
17,738
-1,475
| -8% | -$209K | 2.71% | 9 |
|
|
2021
Q2 | $2.63M | Sell |
19,213
-7,616
| -28% | -$1.04M | 2.81% | 9 |
|
|
2021
Q1 | $3.28M | Buy |
26,829
+262
| +1% | +$32K | 3.19% | 8 |
|
|
2020
Q4 | $3.53M | Sell |
26,567
-80
| -0.3% | -$10.6K | 3.81% | 7 |
|
|
2020
Q3 | $3.09M | Buy |
26,647
+19,612
| +279% | +$2.27M | 3.71% | 7 |
|
|
2020
Q2 | $2.57M | Sell |
7,035
-261
| -4% | -$95.2K | 2.89% | 11 |
|
|
2020
Q1 | $1.86M | Sell |
7,296
-602
| -8% | -$153K | 2.22% | 8 |
|
|
2019
Q4 | $2.35M | Buy |
+7,898
| New | +$2.35M | 2.19% | 15 |
|