Luts & Greenleigh Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69M Sell
22,872
-352
-2% -$72.2K 4.5% 4
2025
Q1
$5.16M Sell
23,224
-2,156
-8% -$479K 5.13% 3
2024
Q4
$6.36M Buy
25,380
+2,018
+9% +$505K 6.28% 3
2024
Q3
$5.44M Buy
23,362
+634
+3% +$148K 5.23% 3
2024
Q2
$4.79M Buy
+22,728
New +$4.79M 4.98% 3
2023
Q4
$3.1M Sell
16,078
-111
-0.7% -$21.4K 3.9% 4
2023
Q3
$2.77M Sell
16,189
-152
-0.9% -$26K 3.44% 4
2023
Q2
$3.17M Sell
16,341
-253
-2% -$49.1K 3.91% 4
2023
Q1
$2.74M Sell
16,594
-103
-0.6% -$17K 3.47% 3
2022
Q4
$2.17M Buy
+16,697
New +$2.17M 2.75% 6