LGWM
Litman Gregory Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
124,721
-1,538
| -1% | -$316K | 2.01% | 12 |
|
|
2025
Q1 | $28M | Sell |
126,259
-3,063
| -2% | -$680K | 2.41% | 10 |
|
|
2024
Q4 | $32.4M | Sell |
129,322
-6,233
| -5% | -$1.56M | 2.81% | 9 |
|
|
2024
Q3 | $31.6M | Sell |
135,555
-3,735
| -3% | -$870K | 2.64% | 9 |
|
|
2024
Q2 | $29.3M | Sell |
139,290
-8,908
| -6% | -$1.88M | 2.6% | 9 |
|
|
2024
Q1 | $25.4M | Buy |
148,198
+1,363
| +0.9% | +$234K | 2.3% | 10 |
|
|
2023
Q4 | $28.3M | Sell |
146,835
-7,006
| -5% | -$1.35M | 2.68% | 10 |
|
|
2023
Q3 | $26.3M | Buy |
153,841
+149,999
| +3,904% | +$25.7M | 2.72% | 10 |
|
|
2023
Q2 | $745K | Sell |
3,842
-53,968
| -93% | -$10.5M | 0.09% | 51 |
|
|
2023
Q1 | $9.53M | Buy |
57,810
+50,443
| +685% | +$8.32M | 3.55% | 6 |
|
|
2022
Q4 | $957K | Sell |
7,367
-110
| -1% | -$14.3K | 0.13% | 47 |
|
|
2022
Q3 | $1.03M | Sell |
7,477
-17,894
| -71% | -$2.47M | 0.17% | 42 |
|
|
2022
Q2 | $3.47M | Buy |
25,371
+290
| +1% | +$39.7K | 0.51% | 31 |
|
|
2022
Q1 | $4.38M | Buy |
25,081
+4,005
| +19% | +$699K | 0.64% | 26 |
|
|
2021
Q4 | $3.74M | Sell |
21,076
-582
| -3% | -$103K | 0.64% | 26 |
|
|
2021
Q3 | $3.07M | Buy |
21,658
+18,479
| +581% | +$2.62M | 0.58% | 26 |
|
|
2021
Q2 | $3.18K | Sell |
3,179
-17,740
| -85% | -$17.7K | 0.59% | 24 |
|
|
2021
Q1 | $2.56M | Buy |
20,919
+182
| +0.9% | +$22.2K | 0.5% | 24 |
|
|
2020
Q4 | $2.75M | Buy |
20,737
+1,021
| +5% | +$135K | 0.51% | 24 |
|
|
2020
Q3 | $2.28M | Buy |
19,716
+14,787
| +300% | +$1.71M | 0.47% | 26 |
|
|
2020
Q2 | $1.8M | Buy |
4,929
+20
| +0.4% | +$7.3K | 0.4% | 28 |
|
|
2020
Q1 | $1.25M | Buy |
4,909
+150
| +3% | +$38.1K | 0.31% | 31 |
|
|
2019
Q4 | $1.4M | Sell |
4,759
-127
| -3% | -$37.3K | 0.31% | 30 |
|
|
2019
Q3 | $1.09M | Sell |
4,886
-126
| -3% | -$28.2K | 0.27% | 30 |
|
|
2019
Q2 | $992K | Buy |
5,012
+279
| +6% | +$55.2K | 0.26% | 31 |
|
|
2019
Q1 | $899K | Sell |
4,733
-513
| -10% | -$97.4K | 0.24% | 33 |
|
|
2018
Q4 | $827K | Buy |
5,246
+5,088
| +3,220% | +$802K | 0.25% | 32 |
|
|
2018
Q3 | $36K | Hold |
158
| – | – | 0.01% | 64 |
|
|
2018
Q2 | $29K | Sell |
158
-875
| -85% | -$161K | 0.01% | 63 |
|
|
2018
Q1 | $173K | Buy |
1,033
+875
| +554% | +$147K | 0.07% | 37 |
|
|
2017
Q4 | $27 | Hold |
158
| – | – | 0.01% | 62 |
|
|
2017
Q3 | $24K | Hold |
158
| – | – | 0.01% | 63 |
|
|
2017
Q2 | $23K | Hold |
158
| – | – | 0.01% | 42 |
|
|
2017
Q1 | $23K | Hold |
158
| – | – | 0.01% | 43 |
|
|
2016
Q4 | $18K | Hold |
158
| – | – | 0.01% | 40 |
|
|
2016
Q3 | $18K | Hold |
158
| – | – | 0.01% | 34 |
|
|
2016
Q2 | $15K | Hold |
158
| – | – | 0.01% | 32 |
|
|
2016
Q1 | $17K | Buy |
+158
| New | +$17K | 0.01% | 37 |
|