LFS
Lutz Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
6,652
+95
| +1% | +$19.5K | 0.11% | 56 |
|
|
2025
Q1 | $1.46M | Buy |
6,557
+406
| +7% | +$90.2K | 0.12% | 54 |
|
|
2024
Q4 | $1.54M | Sell |
6,151
-235
| -4% | -$58.8K | 0.12% | 54 |
|
|
2024
Q3 | $1.49M | Buy |
6,386
+345
| +6% | +$80.4K | 0.12% | 52 |
|
|
2024
Q2 | $1.27M | Buy |
6,041
+139
| +2% | +$29.3K | 0.11% | 53 |
|
|
2024
Q1 | $1.01M | Buy |
5,902
+113
| +2% | +$19.4K | 0.09% | 58 |
|
|
2023
Q4 | $1.11M | Sell |
5,789
-546
| -9% | -$105K | 0.1% | 54 |
|
|
2023
Q3 | $1.08M | Sell |
6,335
-348
| -5% | -$59.6K | 0.12% | 52 |
|
|
2023
Q2 | $1.3M | Sell |
6,683
-3,513
| -34% | -$681K | 0.14% | 51 |
|
|
2023
Q1 | $1.68M | Buy |
10,196
+782
| +8% | +$129K | 0.19% | 50 |
|
|
2022
Q4 | $1.22M | Sell |
9,414
-74
| -0.8% | -$9.62K | 0.15% | 49 |
|
|
2022
Q3 | $1.31M | Buy |
+9,488
| New | +$1.31M | 0.18% | 46 |
|