LWM
Luminvest Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
2,414
-571
| -19% | -$118K | 0.18% | 27 |
|
|
2025
Q1 | $663K | Hold |
2,985
| – | – | 0.27% | 20 |
|
|
2024
Q4 | $748K | Sell |
2,985
-655
| -18% | -$164K | 0.3% | 19 |
|
|
2024
Q3 | $850K | Sell |
3,640
-114
| -3% | -$26.6K | 0.35% | 19 |
|
|
2024
Q2 | $798K | Buy |
3,754
+2,589
| +222% | +$550K | 0.37% | 18 |
|
|
2024
Q1 | $242K | Hold |
1,165
| – | – | 0.15% | 19 |
|
|
2023
Q4 | $252K | Buy |
+1,165
| New | +$252K | 0.17% | 19 |
|