LRI Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
73,664
-1,773
| -2% | -$364K | 1.28% | 12 |
|
|
2025
Q1 | $16.8M | Sell |
75,437
-1,477
| -2% | -$328K | 1.62% | 10 |
|
|
2024
Q4 | $19.3M | Buy |
76,914
+276
| +0.4% | +$69.1K | 1.86% | 8 |
|
|
2024
Q3 | $17.5M | Buy |
76,638
+18,003
| +31% | +$4.11M | 1.7% | 8 |
|
|
2024
Q2 | $12.3M | Buy |
58,635
+24,068
| +70% | +$5.07M | 1.41% | 11 |
|
|
2024
Q1 | $5.93M | Buy |
+34,567
| New | +$5.93M | 1.5% | 13 |
|