LPAM
Lodestar Private Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
143,061
-2,423
| -2% | -$497K | 3.38% | 5 |
|
|
2025
Q1 | $32.3M | Sell |
145,484
-2,725
| -2% | -$605K | 4.06% | 4 |
|
|
2024
Q4 | $37.1M | Buy |
148,209
+6,236
| +4% | +$1.56M | 4.64% | 2 |
|
|
2024
Q3 | $33.1M | Sell |
141,973
-1,073
| -0.8% | -$250K | 4.21% | 3 |
|
|
2024
Q2 | $30.1M | Buy |
143,046
+4,623
| +3% | +$974K | 4.15% | 3 |
|
|
2024
Q1 | $23.7M | Sell |
138,423
-4,914
| -3% | -$843K | 3.39% | 4 |
|
|
2023
Q4 | $27.6M | Buy |
143,337
+330
| +0.2% | +$63.5K | 4.23% | 3 |
|
|
2023
Q3 | $24.5M | Sell |
143,007
-979
| -0.7% | -$168K | 4.19% | 4 |
|
|
2023
Q2 | $27.9M | Buy |
143,986
+760
| +0.5% | +$147K | 4.69% | 2 |
|
|
2023
Q1 | $23.6M | Sell |
143,226
-3,124
| -2% | -$515K | 4.22% | 3 |
|
|
2022
Q4 | $19M | Buy |
+146,350
| New | +$19M | 3.65% | 5 |
|