LA
LM Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.2M | Buy |
303,101
+200,843
| +196% | +$41.2M | 8% | 3 |
|
|
2025
Q1 | $22.7M | Buy |
102,258
+5,055
| +5% | +$1.12M | 4.09% | 5 |
|
|
2024
Q4 | $24.3M | Sell |
97,203
-9,389
| -9% | -$2.35M | 4.36% | 6 |
|
|
2024
Q3 | $24.8M | Sell |
106,592
-2,014
| -2% | -$469K | 5.05% | 5 |
|
|
2024
Q2 | $22.9M | Sell |
108,606
-52,901
| -33% | -$11.1M | 0.04% | 28 |
|
|
2024
Q1 | $30.2M | Buy |
161,507
+54,636
| +51% | +$10.2M | 4.79% | 5 |
|
|
2023
Q4 | $20.6M | Buy |
+106,871
| New | +$20.6M | 4.14% | 5 |
|