LWM
Lodestone Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
32,973
-486
| -1% | -$99.7K | 3.29% | 2 |
|
|
2025
Q1 | $7.43M | Buy |
33,459
+357
| +1% | +$79.3K | 3.95% | 1 |
|
|
2024
Q4 | $8.29M | Sell |
33,102
-194
| -0.6% | -$48.6K | 4.16% | 1 |
|
|
2024
Q3 | $7.76M | Sell |
33,296
-969
| -3% | -$226K | 3.88% | 1 |
|
|
2024
Q2 | $7.22M | Buy |
34,265
+78
| +0.2% | +$16.4K | 3.8% | 1 |
|
|
2024
Q1 | $5.86M | Buy |
34,187
+302
| +0.9% | +$51.8K | 3.07% | 2 |
|
|
2023
Q4 | $6.52M | Buy |
33,885
+239
| +0.7% | +$46K | 3.78% | 1 |
|
|
2023
Q3 | $5.76M | Sell |
33,646
-77
| -0.2% | -$13.2K | 4.03% | 1 |
|
|
2023
Q2 | $6.54M | Sell |
33,723
-692
| -2% | -$134K | 4.48% | 1 |
|
|
2023
Q1 | $5.67M | Sell |
34,415
-1,448
| -4% | -$239K | 4.37% | 2 |
|
|
2022
Q4 | $4.66M | Buy |
+35,863
| New | +$4.66M | 3.76% | 3 |
|