Lloyd Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Buy |
4,606
+2,263
| +97% | +$589K | 0.33% | 31 |
|
|
2025
Q4 | $637K | Sell |
2,343
-13,086
| -85% | -$3.51M | 0.25% | 51 |
|
|
2025
Q3 | $2.6M | Buy |
15,429
+407
| +3% | +$91.9K | 1.22% | 18 |
|
|
2025
Q2 | $2M | Buy |
15,022
+3,302
| +28% | +$667K | 0.97% | 21 |
|
|
2025
Q1 | $2.03M | Buy |
11,720
+2,616
| +29% | +$606K | 1.02% | 19 |
|
|
2024
Q4 | $2.28M | Buy |
9,104
+196
| +2% | +$46.2K | 1.08% | 17 |
|
|
2024
Q3 | $2.08M | Buy |
8,908
+656
| +8% | +$146K | 1% | 19 |
|
|
2024
Q2 | $1.74M | Sell |
8,252
-36,273
| -81% | -$6.76M | 0.82% | 24 |
|
|
2024
Q1 | $7.64M | Buy |
44,525
+35,390
| +387% | +$6.43M | 1.63% | 10 |
|
|
2023
Q4 | $1.76M | Sell |
9,135
-42,279
| -82% | -$7.81M | 0.83% | 26 |
|
|
2023
Q3 | $8.8M | Buy |
+51,414
| New | +$9.43M | 2.9% | 7 |
|
|
2022
Q4 | $315K | Buy |
2,423
+201
| +9% | +$28.7K | 0.22% | 39 |
|
|
2022
Q3 | $307K | Sell |
2,222
-2,341
| -51% | -$367K | 0.22% | 40 |
|
|
2022
Q2 | $625K | Buy |
4,563
+1,414
| +45% | +$214K | 0.49% | 30 |
|
|
2022
Q1 | $550K | Buy |
3,149
+2,402
| +322% | +$404K | 0.26% | 43 |
|
|
2021
Q4 | $133K | Hold |
747
| – | – | 0.06% | 119 |
|
|
2021
Q3 | $106K | Sell |
747
-39
| -5% | -$5.74K | 0.05% | 126 |
|
|
2021
Q2 | $108K | Buy |
786
+23
| +3% | +$2.98K | 0.05% | 113 |
|
|
2021
Q1 | $93K | Buy |
763
+3
| +0.4% | +$385 | 0.05% | 106 |
|
|
2020
Q4 | $101K | Buy |
760
+127
| +20% | +$15.3K | 0.06% | 83 |
|
|
2020
Q3 | $73K | Sell |
633
-51
| -7% | -$5.57K | 0.04% | 88 |
|
|
2020
Q2 | $62K | Buy |
684
+4
| +0.6% | +$310 | 0.04% | 95 |
|
|
2020
Q1 | $43K | Sell |
680
-1,080
| -61% | -$79.4K | 0.03% | 94 |
|
|
2019
Q4 | $129K | Buy |
+1,760
| New | +$113K | 0.12% | 84 |
|
Other funds holding AAPL
VCM
VPM
