LRWM
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Lord & Richards Wealth Management’s Apple AAPL Stock Holding History

Lord & Richards Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$637K Buy
3,103
+1,219
+65% +$250K 0.67% 38
2025
Q1 		$419K Sell
1,884
-1,721
-48% -$382K 0.47% 49
2024
Q4 		$903K Buy
+3,605
New +$903K 1.91% 14