LWM
LJI Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
63,074
-2,183
| -3% | -$448K | 2.25% | 11 |
|
|
2025
Q1 | $14.5M | Sell |
65,257
-1,231
| -2% | -$273K | 2.89% | 8 |
|
|
2024
Q4 | $16.6M | Sell |
66,488
-764
| -1% | -$191K | 3.28% | 7 |
|
|
2024
Q3 | $15.7M | Buy |
67,252
+153
| +0.2% | +$35.6K | 3.2% | 6 |
|
|
2024
Q2 | $14.1M | Sell |
67,099
-2,180
| -3% | -$459K | 3.12% | 6 |
|
|
2024
Q1 | $11.9M | Sell |
69,279
-82
| -0.1% | -$14.1K | 3.07% | 9 |
|
|
2023
Q4 | $13.4M | Buy |
69,361
+440
| +0.6% | +$84.7K | 3.46% | 6 |
|
|
2023
Q3 | $11.8M | Buy |
68,921
+1,495
| +2% | +$256K | 3.4% | 7 |
|
|
2023
Q2 | $13.1M | Sell |
67,426
-230
| -0.3% | -$44.6K | 3.81% | 5 |
|
|
2023
Q1 | $11.2M | Sell |
67,656
-284
| -0.4% | -$46.8K | 3.52% | 6 |
|
|
2022
Q4 | $8.83M | Buy |
+67,940
| New | +$8.83M | 3.09% | 7 |
|