LWS Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.02M | Sell |
|
|||||
|
2023
Q3 | $954K | Buy |
|
|||||
|
2023
Q2 | $1.05M | Sell |
|
|||||
|
2023
Q1 | $901K | Hold |
|
|||||
|
2022
Q4 | $710K | Sell |
|
|||||
|
2022
Q3 | $783K | Buy |
|
|||||
|
2022
Q2 | $772K | Hold |
|
|||||
|
2022
Q1 | $986K | Buy |
|
|||||
|
2021
Q4 | $988K | Buy |
|
|||||
|
2021
Q3 | $590K | Sell |
|
|||||
|
2021
Q2 | $603K | Sell |
|
|||||
|
2021
Q1 | $593K | Sell |
|
|||||
|
2020
Q4 | $699K | Sell |
|
|||||
|
2020
Q3 | $647K | Buy |
|
|||||
|
2020
Q2 | $510K | Sell |
|
|||||
|
2020
Q1 | $453K | Buy |
|
|||||
|
2019
Q4 | $419K | Buy |
|