LWA
LWS Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.02M | Sell |
5,279
-295
| -5% | -$56.8K | 0.38% | 33 |
|
|
2023
Q3 | $954K | Buy |
5,574
+164
| +3% | +$28.1K | 0.42% | 33 |
|
|
2023
Q2 | $1.05M | Sell |
5,410
-54
| -1% | -$10.5K | 0.44% | 32 |
|
|
2023
Q1 | $901K | Hold |
5,464
| – | – | 0.37% | 32 |
|
|
2022
Q4 | $710K | Sell |
5,464
-199
| -4% | -$25.9K | 0.3% | 34 |
|
|
2022
Q3 | $783K | Buy |
5,663
+18
| +0.3% | +$2.49K | 0.3% | 34 |
|
|
2022
Q2 | $772K | Hold |
5,645
| – | – | 0.36% | 39 |
|
|
2022
Q1 | $986K | Buy |
5,645
+82
| +1% | +$14.3K | 0.42% | 29 |
|
|
2021
Q4 | $988K | Buy |
5,563
+1,397
| +34% | +$248K | 0.4% | 31 |
|
|
2021
Q3 | $590K | Sell |
4,166
-240
| -5% | -$34K | 0.26% | 36 |
|
|
2021
Q2 | $603K | Sell |
4,406
-445
| -9% | -$60.9K | 0.27% | 36 |
|
|
2021
Q1 | $593K | Sell |
4,851
-414
| -8% | -$50.6K | 0.27% | 37 |
|
|
2020
Q4 | $699K | Sell |
5,265
-324
| -6% | -$43K | 0.31% | 37 |
|
|
2020
Q3 | $647K | Buy |
5,589
+4,192
| +300% | +$485K | 0.32% | 36 |
|
|
2020
Q2 | $510K | Sell |
1,397
-386
| -22% | -$141K | 0.27% | 37 |
|
|
2020
Q1 | $453K | Buy |
1,783
+357
| +25% | +$90.7K | 0.3% | 37 |
|
|
2019
Q4 | $419K | Buy |
+1,426
| New | +$419K | 0.22% | 42 |
|