LIA
Luken Investment Analytics’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Hold |
4,658
| – | – | 0.42% | 29 |
|
|
2025
Q1 | $1.03M | Buy |
4,658
+129
| +3% | +$28.7K | 0.48% | 27 |
|
|
2024
Q4 | $1.13M | Hold |
4,529
| – | – | 0.53% | 21 |
|
|
2024
Q3 | $1.06M | Sell |
4,529
-228
| -5% | -$53.1K | 0.48% | 22 |
|
|
2024
Q2 | $1M | Buy |
4,757
+737
| +18% | +$155K | 0.5% | 24 |
|
|
2024
Q1 | $689K | Buy |
4,020
+300
| +8% | +$51.4K | 0.35% | 30 |
|
|
2023
Q4 | $716K | Hold |
3,720
| – | – | 0.39% | 27 |
|
|
2023
Q3 | $637K | Hold |
3,720
| – | – | 0.37% | 27 |
|
|
2023
Q2 | $722K | Hold |
3,720
| – | – | 0.4% | 23 |
|
|
2023
Q1 | $613K | Hold |
3,720
| – | – | 0.36% | 24 |
|
|
2022
Q4 | $483K | Buy |
+3,720
| New | +$483K | 0.31% | 26 |
|
|
2020
Q4 | $372K | Buy |
+2,800
| New | +$372K | 0.28% | 23 |
|