LSWM
Lorne Steinberg Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
15,975
+260
| +2% | +$53.3K | 0.86% | 46 |
|
|
2025
Q1 | $3.49M | Buy |
15,715
+143
| +0.9% | +$31.8K | 1.02% | 45 |
|
|
2024
Q4 | $3.9M | Sell |
15,572
-104
| -0.7% | -$26K | 1.13% | 41 |
|
|
2024
Q3 | $3.65M | Sell |
15,676
-44
| -0.3% | -$10.3K | 1.06% | 45 |
|
|
2024
Q2 | $3.31M | Sell |
15,720
-2,028
| -11% | -$427K | 1.07% | 44 |
|
|
2024
Q1 | $3.04M | Sell |
17,748
-4,179
| -19% | -$717K | 0.95% | 48 |
|
|
2023
Q4 | $4.22M | Buy |
21,927
+510
| +2% | +$98.2K | 1.42% | 35 |
|
|
2023
Q3 | $3.67M | Buy |
21,417
+348
| +2% | +$59.6K | 1.41% | 40 |
|
|
2023
Q2 | $4.09M | Buy |
21,069
+1,717
| +9% | +$333K | 1.54% | 36 |
|
|
2023
Q1 | $3.19M | Buy |
19,352
+8
| +0% | +$1.32K | 1.28% | 46 |
|
|
2022
Q4 | $2.51M | Buy |
19,344
+276
| +1% | +$35.9K | 1.08% | 44 |
|
|
2022
Q3 | $2.64M | Sell |
19,068
-152
| -0.8% | -$21K | 1.28% | 39 |
|
|
2022
Q2 | $2.63M | Sell |
19,220
-169
| -0.9% | -$23.1K | 1.24% | 42 |
|
|
2022
Q1 | $2.29M | Sell |
19,389
-256
| -1% | -$30.2K | 1.06% | 39 |
|
|
2021
Q4 | $3.49M | Sell |
19,645
-359
| -2% | -$63.7K | 1.5% | 35 |
|
|
2021
Q3 | $2.83M | Sell |
20,004
-342
| -2% | -$48.4K | 1.37% | 35 |
|
|
2021
Q2 | $2.79M | Sell |
20,346
-89
| -0.4% | -$12.2K | 1.37% | 37 |
|
|
2021
Q1 | $2.5M | Sell |
20,435
-1,888
| -8% | -$231K | 1.32% | 35 |
|
|
2020
Q4 | $2.97M | Buy |
+22,323
| New | +$2.97M | 1.85% | 26 |
|