LWM
LongView Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
57,727
-5,391
| -9% | -$1.11M | 3.59% | 4 |
|
|
2025
Q1 | $14M | Sell |
63,118
-2,126
| -3% | -$472K | 4.21% | 3 |
|
|
2024
Q4 | $16.3M | Sell |
65,244
-1,221
| -2% | -$306K | 4.98% | 2 |
|
|
2024
Q3 | $15.5M | Sell |
66,465
-379
| -0.6% | -$88.3K | 4.94% | 3 |
|
|
2024
Q2 | $14.1M | Sell |
66,844
-2,132
| -3% | -$449K | 5.2% | 2 |
|
|
2024
Q1 | $11.8M | Sell |
68,976
-2,585
| -4% | -$443K | 4.69% | 3 |
|
|
2023
Q4 | $13.2M | Buy |
+71,561
| New | +$13.2M | 5.92% | 3 |
|