LRWA
Long Run Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67M | Buy |
32,517
+1,280
| +4% | +$263K | 1.4% | 19 |
|
|
2025
Q1 | $6.94M | Buy |
31,237
+2,969
| +11% | +$659K | 1.57% | 17 |
|
|
2024
Q4 | $7.08M | Sell |
28,268
-2,689
| -9% | -$673K | 1.7% | 14 |
|
|
2024
Q3 | $7.21M | Sell |
30,957
-2,306
| -7% | -$537K | 1.7% | 14 |
|
|
2024
Q2 | $7.01M | Buy |
33,263
+3,458
| +12% | +$728K | 1.77% | 14 |
|
|
2024
Q1 | $5.11M | Buy |
29,805
+492
| +2% | +$84.4K | 1.35% | 21 |
|
|
2023
Q4 | $5.64M | Buy |
29,313
+2,816
| +11% | +$542K | 1.63% | 15 |
|
|
2023
Q3 | $4.54M | Buy |
26,497
+477
| +2% | +$81.7K | 1.47% | 18 |
|
|
2023
Q2 | $5.05M | Sell |
26,020
-1,521
| -6% | -$295K | 1.61% | 17 |
|
|
2023
Q1 | $4.54M | Sell |
27,541
-4,947
| -15% | -$816K | 1.55% | 19 |
|
|
2022
Q4 | $4.22M | Buy |
32,488
+612
| +2% | +$79.5K | 1.52% | 19 |
|
|
2022
Q3 | $4.41M | Buy |
31,876
+1,694
| +6% | +$234K | 1.74% | 17 |
|
|
2022
Q2 | $4.13M | Buy |
30,182
+87
| +0.3% | +$11.9K | 1.6% | 19 |
|
|
2022
Q1 | $5.25M | Sell |
30,095
-1,457
| -5% | -$254K | 1.84% | 16 |
|
|
2021
Q4 | $5.6M | Buy |
+31,552
| New | +$5.6M | 1.95% | 14 |
|