LOPW
Live Oak Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
76,896
+61
| +0.1% | +$12.5K | 2.35% | 7 |
|
|
2025
Q1 | $17.1M | Sell |
76,835
-745
| -1% | -$165K | 2.77% | 3 |
|
|
2024
Q4 | $19.4M | Sell |
77,580
-2,864
| -4% | -$717K | 3.26% | 2 |
|
|
2024
Q3 | $18.7M | Sell |
80,444
-796
| -1% | -$185K | 3.04% | 3 |
|
|
2024
Q2 | $17.1M | Sell |
81,240
-290
| -0.4% | -$61.1K | 2.94% | 4 |
|
|
2024
Q1 | $14M | Sell |
81,530
-133
| -0.2% | -$22.8K | 2.42% | 7 |
|
|
2023
Q4 | $15.7M | Sell |
81,663
-1,576
| -2% | -$303K | 2.95% | 3 |
|
|
2023
Q3 | $14.3M | Sell |
83,239
-6,364
| -7% | -$1.09M | 3.03% | 3 |
|
|
2023
Q2 | $17.4M | Sell |
89,603
-503
| -0.6% | -$97.6K | 3.46% | 2 |
|
|
2023
Q1 | $14.9M | Buy |
90,106
+101
| +0.1% | +$16.7K | 3.07% | 2 |
|
|
2022
Q4 | $11.7M | Sell |
90,005
-303
| -0.3% | -$39.4K | 2.42% | 5 |
|
|
2022
Q3 | $12.5M | Buy |
90,308
+643
| +0.7% | +$88.9K | 2.8% | 4 |
|
|
2022
Q2 | $12.3M | Buy |
89,665
+4,922
| +6% | +$673K | 2.58% | 3 |
|
|
2022
Q1 | $14.8M | Buy |
84,743
+4,031
| +5% | +$704K | 2.86% | 4 |
|
|
2021
Q4 | $14.3M | Sell |
80,712
-1,969
| -2% | -$350K | 2.68% | 6 |
|
|
2021
Q3 | $11.7M | Buy |
82,681
+2,780
| +3% | +$393K | 2.38% | 7 |
|
|
2021
Q2 | $10.9M | Buy |
79,901
+6,723
| +9% | +$921K | 2.42% | 6 |
|
|
2021
Q1 | $8.94M | Buy |
73,178
+271
| +0.4% | +$33.1K | 2.19% | 7 |
|
|
2020
Q4 | $9.67M | Sell |
72,907
-3,432
| -4% | -$455K | 2.71% | 4 |
|
|
2020
Q3 | $8.84M | Buy |
76,339
+54,960
| +257% | +$6.37M | 3.04% | 2 |
|
|
2020
Q2 | $7.8M | Buy |
21,379
+9,424
| +79% | +$3.44M | 2.83% | 5 |
|
|
2020
Q1 | $3.04M | Sell |
11,955
-7,466
| -38% | -$1.9M | 3.12% | 13 |
|
|
2019
Q4 | $5.7M | Buy |
+19,421
| New | +$5.7M | 5.55% | 2 |
|