Livelsberger Financial Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,734
+2
| +0.1% | +$410 | 6.89% | 3 |
|
|
2025
Q1 | $385K | Buy |
1,732
+1
| +0.1% | +$222 | 18.38% | 2 |
|
|
2024
Q4 | $433K | Buy |
1,731
+2
| +0.1% | +$501 | 20.3% | 2 |
|
|
2024
Q3 | $403K | Buy |
1,729
+2
| +0.1% | +$466 | 8.45% | 2 |
|
|
2024
Q2 | $364K | Buy |
1,727
+2
| +0.1% | +$421 | 5.43% | 7 |
|
|
2024
Q1 | $322K | Sell |
1,725
-2,489
| -59% | -$465K | 3.82% | 8 |
|
|
2023
Q4 | $811K | Buy |
+4,214
| New | +$811K | 0.73% | 31 |
|