LFASL
Lugano Financial Advisors SA (LFA)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
4,762
+547
| +13% | +$112K | 0.58% | 33 |
|
|
2025
Q1 | $936K | Sell |
4,215
-323
| -7% | -$71.7K | 0.64% | 35 |
|
|
2024
Q4 | $1.14M | Buy |
4,538
+160
| +4% | +$40.1K | 0.74% | 31 |
|
|
2024
Q3 | $1.02M | Buy |
4,378
+123
| +3% | +$28.7K | 0.69% | 32 |
|
|
2024
Q2 | $896K | Buy |
4,255
+360
| +9% | +$75.8K | 0.68% | 31 |
|
|
2024
Q1 | $668K | Buy |
3,895
+1,448
| +59% | +$248K | 0.49% | 40 |
|
|
2023
Q4 | $471K | Sell |
2,447
-1,530
| -38% | -$295K | 0.37% | 41 |
|
|
2023
Q3 | $681K | Sell |
3,977
-2,654
| -40% | -$454K | 0.58% | 33 |
|
|
2023
Q2 | $1.29M | Buy |
6,631
+5,916
| +827% | +$1.15M | 0.86% | 30 |
|
|
2023
Q1 | $118K | Hold |
715
| – | – | 0.09% | 61 |
|
|
2022
Q4 | $92.9K | Buy |
+715
| New | +$92.9K | 0.07% | 73 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$13K | – | 114 |
|
|
2022
Q2 | $13K | Buy |
+100
| New | +$13K | 0.01% | 113 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$178K | – | 108 |
|
|
2021
Q4 | $178K | Sell |
1,000
-882
| -47% | -$157K | 0.1% | 65 |
|
|
2021
Q3 | $266K | Hold |
1,882
| – | – | 0.17% | 57 |
|
|
2021
Q2 | $258K | Hold |
1,882
| – | – | 0.16% | 61 |
|
|
2021
Q1 | $230K | Buy |
+1,882
| New | +$230K | 0.16% | 61 |
|
|
2020
Q2 | – | Sell |
-4,046
| Closed | -$1.25M | – | 112 |
|
|
2020
Q1 | $1.25M | Sell |
4,046
-132
| -3% | -$40.8K | 1.13% | 19 |
|
|
2019
Q4 | $1.23M | Buy |
+4,178
| New | +$1.23M | 0.9% | 20 |
|
|
2019
Q2 | $321K | Buy |
1,624
+100
| +7% | +$19.8K | 0.2% | 48 |
|
|
2019
Q1 | $289K | Sell |
1,524
-527
| -26% | -$99.9K | 0.17% | 52 |
|
|
2018
Q4 | $463K | Hold |
2,051
| – | – | 0.32% | 48 |
|
|
2018
Q3 | $463K | Buy |
2,051
+575
| +39% | +$130K | 0.32% | 48 |
|
|
2018
Q2 | $271K | Buy |
+1,476
| New | +$271K | 0.26% | 54 |
|