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 |
|