LL
LPWM LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
3,967
-148
| -4% | -$30.4K | 0.24% | 41 |
|
|
2025
Q1 | $914K | Buy |
4,115
+26
| +0.6% | +$5.78K | 0.29% | 38 |
|
|
2024
Q4 | $1.02M | Sell |
4,089
-25
| -0.6% | -$6.26K | 0.33% | 36 |
|
|
2024
Q3 | $928K | Hold |
4,114
| – | – | 0.3% | 36 |
|
|
2024
Q2 | $937K | Sell |
4,114
-174
| -4% | -$39.6K | 0.32% | 36 |
|
|
2024
Q1 | $719K | Sell |
4,288
-896
| -17% | -$150K | 0.26% | 39 |
|
|
2023
Q4 | $939K | Buy |
5,184
+533
| +11% | +$96.6K | 0.37% | 32 |
|
|
2023
Q3 | $808K | Buy |
4,651
+23
| +0.5% | +$4K | 0.36% | 33 |
|
|
2023
Q2 | $891K | Buy |
+4,628
| New | +$891K | 0.39% | 33 |
|
|
2023
Q1 | – | Sell |
-4,626
| Closed | -$605K | – | 69 |
|
|
2022
Q4 | $605K | Sell |
4,626
-209
| -4% | -$27.3K | 0.33% | 33 |
|
|
2022
Q3 | $668K | Buy |
4,835
+101
| +2% | +$14K | 0.4% | 32 |
|
|
2022
Q2 | $696K | Buy |
4,734
+1
| +0% | +$147 | 0.39% | 30 |
|
|
2022
Q1 | $815K | Sell |
4,733
-158
| -3% | -$27.2K | 0.41% | 32 |
|
|
2021
Q4 | $868K | Buy |
4,891
+1
| +0% | +$177 | 0.46% | 28 |
|
|
2021
Q3 | $698K | Buy |
4,890
+1
| +0% | +$143 | 0.41% | 30 |
|
|
2021
Q2 | $709K | Buy |
4,889
+651
| +15% | +$94.4K | 0.43% | 30 |
|
|
2021
Q1 | $521K | Buy |
4,238
+1
| +0% | +$123 | 0.35% | 31 |
|
|
2020
Q4 | $562K | Buy |
4,237
+220
| +5% | +$29.2K | 0.42% | 29 |
|
|
2020
Q3 | $469K | Buy |
4,017
+3,152
| +364% | +$368K | 0.38% | 29 |
|
|
2020
Q2 | $316K | Hold |
865
| – | – | 0.29% | 38 |
|
|
2020
Q1 | $220K | Buy |
865
+1
| +0.1% | +$254 | 0.24% | 41 |
|
|
2019
Q4 | $254K | Buy |
+864
| New | +$254K | 0.23% | 39 |
|