LAM
Lountzis Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
1,802
| – | – | 0.13% | 43 |
|
|
2025
Q1 | $379K | Buy |
+1,802
| New | +$379K | 0.14% | 41 |
|
|
2021
Q4 | – | Sell |
-284
| Closed | -$40.2K | – | 33 |
|
|
2021
Q3 | $40.2K | Hold |
284
| – | – | 0.03% | 59 |
|
|
2021
Q2 | $38K | Hold |
284
| – | – | 0.02% | 57 |
|
|
2021
Q1 | $34.7K | Hold |
284
| – | – | 0.02% | 57 |
|
|
2020
Q4 | $38K | Hold |
284
| – | – | 0.03% | 56 |
|
|
2020
Q3 | $33K | Buy |
284
+213
| +300% | +$24.8K | 0.03% | 51 |
|
|
2020
Q2 | $26K | Buy |
+71
| New | +$26K | 0.02% | 52 |
|