LAS
LWM Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Sell |
29,114
-577
| -2% | -$118K | 4.12% | 6 |
|
|
2025
Q1 | $6.6M | Sell |
29,691
-2,708
| -8% | -$602K | 4.58% | 8 |
|
|
2024
Q4 | $8.1M | Sell |
32,399
-1,836
| -5% | -$459K | 5.63% | 3 |
|
|
2024
Q3 | $7.98M | Buy |
34,235
+7,639
| +29% | +$1.78M | 5.91% | 4 |
|
|
2024
Q2 | $5.6M | Sell |
26,596
-2,264
| -8% | -$477K | 4.7% | 7 |
|
|
2024
Q1 | $4.95M | Sell |
28,860
-1,245
| -4% | -$213K | 3.97% | 7 |
|
|
2023
Q4 | $5.8M | Buy |
30,105
+1,671
| +6% | +$322K | 5.1% | 4 |
|
|
2023
Q3 | $4.87M | Sell |
28,434
-1,025
| -3% | -$176K | 5.23% | 4 |
|
|
2023
Q2 | $5.71M | Sell |
29,459
-3,934
| -12% | -$762K | 6.03% | 4 |
|
|
2023
Q1 | $5.51M | Sell |
33,393
-578
| -2% | -$95.3K | 5.88% | 4 |
|
|
2022
Q4 | $4.43M | Sell |
33,971
-16,328
| -32% | -$2.13M | 4.9% | 7 |
|
|
2022
Q3 | $6.98M | Buy |
50,299
+2,187
| +5% | +$303K | 7.9% | 1 |
|
|
2022
Q2 | $6.59M | Buy |
48,112
+555
| +1% | +$76K | 7.9% | 1 |
|
|
2022
Q1 | $8.31M | Buy |
47,557
+1,498
| +3% | +$262K | 10.32% | 1 |
|
|
2021
Q4 | $8.18M | Buy |
+46,059
| New | +$8.18M | 10.14% | 1 |
|