LMG Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
72,972
-152
| -0.2% | -$31.2K | 3.08% | 4 |
|
|
2025
Q1 | $16.2M | Sell |
73,124
-339
| -0.5% | -$75.3K | 3.62% | 2 |
|
|
2024
Q4 | $18.4M | Sell |
73,463
-132
| -0.2% | -$33.1K | 4.01% | 2 |
|
|
2024
Q3 | $17.1M | Sell |
73,595
-705
| -0.9% | -$164K | 3.93% | 2 |
|
|
2024
Q2 | $15.6M | Sell |
74,300
-32
| -0% | -$6.74K | 3.9% | 2 |
|
|
2024
Q1 | $12.7M | Sell |
74,332
-1,247
| -2% | -$214K | 3.21% | 4 |
|
|
2023
Q4 | $14.6M | Sell |
75,579
-87
| -0.1% | -$16.8K | 4.04% | 3 |
|
|
2023
Q3 | $13M | Sell |
75,666
-663
| -0.9% | -$114K | 3.95% | 3 |
|
|
2023
Q2 | $14.8M | Sell |
76,329
-447
| -0.6% | -$86.7K | 4.53% | 3 |
|
|
2023
Q1 | $12.7M | Buy |
76,776
+113
| +0.1% | +$18.6K | 4.09% | 3 |
|
|
2022
Q4 | $10.4M | Buy |
+76,663
| New | +$10.4M | 3.45% | 3 |
|