LWA
Lowe Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
4,319
-50
| -1% | -$10.3K | 0.35% | 30 |
|
|
2025
Q1 | $971K | Buy |
4,369
+602
| +16% | +$134K | 0.41% | 26 |
|
|
2024
Q4 | $943K | Buy |
3,767
+124
| +3% | +$31K | 0.4% | 25 |
|
|
2024
Q3 | $849K | Buy |
3,643
+169
| +5% | +$39.4K | 0.37% | 28 |
|
|
2024
Q2 | $732K | Sell |
3,474
-2
| -0.1% | -$421 | 0.33% | 28 |
|
|
2024
Q1 | $596K | Sell |
3,476
-100
| -3% | -$17.1K | 0.28% | 30 |
|
|
2023
Q4 | $689K | Buy |
3,576
+2
| +0.1% | +$385 | 0.34% | 27 |
|
|
2023
Q3 | $612K | Sell |
3,574
-605
| -14% | -$104K | 0.33% | 26 |
|
|
2023
Q2 | $811K | Buy |
4,179
+3
| +0.1% | +$582 | 0.41% | 23 |
|
|
2023
Q1 | $689K | Sell |
4,176
-496
| -11% | -$81.8K | 0.37% | 21 |
|
|
2022
Q4 | $607K | Sell |
4,672
-321
| -6% | -$41.7K | 0.34% | 28 |
|
|
2022
Q3 | $690K | Buy |
4,993
+69
| +1% | +$9.54K | 0.41% | 20 |
|
|
2022
Q2 | $673K | Sell |
4,924
-136
| -3% | -$18.6K | 0.37% | 25 |
|
|
2022
Q1 | $884K | Sell |
5,060
-197
| -4% | -$34.4K | 0.4% | 26 |
|
|
2021
Q4 | $933K | Buy |
5,257
+295
| +6% | +$52.4K | 0.41% | 26 |
|
|
2021
Q3 | $702K | Sell |
4,962
-576
| -10% | -$81.5K | 0.33% | 25 |
|
|
2021
Q2 | $758K | Sell |
5,538
-595
| -10% | -$81.4K | 0.36% | 24 |
|
|
2021
Q1 | $749K | Sell |
6,133
-146
| -2% | -$17.8K | 0.38% | 22 |
|
|
2020
Q4 | $833K | Sell |
6,279
-13
| -0.2% | -$1.73K | 0.42% | 21 |
|
|
2020
Q3 | $729K | Buy |
6,292
+4,699
| +295% | +$544K | 0.4% | 20 |
|
|
2020
Q2 | $581K | Sell |
1,593
-162
| -9% | -$59.1K | 0.34% | 21 |
|
|
2020
Q1 | $446K | Buy |
1,755
+183
| +12% | +$46.5K | 0.31% | 21 |
|
|
2019
Q4 | $462K | Sell |
1,572
-56
| -3% | -$16.5K | 0.26% | 24 |
|
|
2019
Q3 | $365K | Buy |
1,628
+1
| +0.1% | +$224 | 0.22% | 25 |
|
|
2019
Q2 | $322K | Buy |
1,627
+49
| +3% | +$9.7K | 0.19% | 25 |
|
|
2019
Q1 | $299K | Sell |
1,578
-271
| -15% | -$51.3K | 0.18% | 27 |
|
|
2018
Q4 | $292K | Sell |
1,849
-88
| -5% | -$13.9K | 0.2% | 24 |
|
|
2018
Q3 | $437K | Buy |
1,937
+53
| +3% | +$12K | 0.26% | 24 |
|
|
2018
Q2 | $349K | Buy |
1,884
+1
| +0.1% | +$185 | 0.22% | 27 |
|
|
2018
Q1 | $316K | Sell |
1,883
-424
| -18% | -$71.2K | 0.2% | 28 |
|
|
2017
Q4 | $390K | Sell |
2,307
-9
| -0.4% | -$1.52K | 0.24% | 27 |
|
|
2017
Q3 | $357K | Buy |
2,316
+257
| +12% | +$39.6K | 0.22% | 29 |
|
|
2017
Q2 | $297K | Hold |
2,059
| – | – | 0.19% | 30 |
|
|
2017
Q1 | $296K | Sell |
2,059
-400
| -16% | -$57.5K | 0.19% | 30 |
|
|
2016
Q4 | $285K | Buy |
2,459
+1
| +0% | +$116 | 0.19% | 30 |
|
|
2016
Q3 | $278K | Buy |
2,458
+5
| +0.2% | +$566 | 0.19% | 29 |
|
|
2016
Q2 | $234K | Sell |
2,453
-99
| -4% | -$9.44K | 0.16% | 32 |
|
|
2016
Q1 | $278K | Sell |
2,552
-35
| -1% | -$3.81K | 0.19% | 32 |
|
|
2015
Q4 | $272K | Buy |
2,587
+216
| +9% | +$22.7K | 0.19% | 32 |
|
|
2015
Q3 | $261K | Buy |
2,371
+13
| +0.6% | +$1.43K | 0.2% | 28 |
|
|
2015
Q2 | $296K | Buy |
2,358
+59
| +3% | +$7.41K | 0.2% | 28 |
|
|
2015
Q1 | $286K | Buy |
2,299
+127
| +6% | +$15.8K | 0.19% | 27 |
|
|
2014
Q4 | $240K | Buy |
+2,172
| New | +$240K | 0.17% | 25 |
|