Lyell Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Sell |
183,514
-2,688
| -1% | -$551K | 2.97% | 4 |
|
|
2025
Q1 | $41.4M | Buy |
186,202
+787
| +0.4% | +$175K | 3.87% | 2 |
|
|
2024
Q4 | $46.4M | Buy |
185,415
+438
| +0.2% | +$110K | 4.16% | 2 |
|
|
2024
Q3 | $43.1M | Buy |
184,977
+576
| +0.3% | +$134K | 3.92% | 2 |
|
|
2024
Q2 | $38.8M | Buy |
184,401
+6,209
| +3% | +$1.31M | 3.71% | 2 |
|
|
2024
Q1 | $30.6M | Buy |
178,192
+135
| +0.1% | +$23.2K | 3.11% | 3 |
|
|
2023
Q4 | $34.3M | Buy |
178,057
+12,804
| +8% | +$2.47M | 3.9% | 2 |
|
|
2023
Q3 | $28.3M | Sell |
165,253
-91
| -0.1% | -$15.6K | 3.81% | 2 |
|
|
2023
Q2 | $32.1M | Sell |
165,344
-3,380
| -2% | -$656K | 4.1% | 2 |
|
|
2023
Q1 | $27.8M | Sell |
168,724
-10,580
| -6% | -$1.74M | 3.89% | 1 |
|
|
2022
Q4 | $23.3M | Sell |
179,304
-7,405
| -4% | -$962K | 3.68% | 1 |
|
|
2022
Q3 | $25.8M | Sell |
186,709
-1,060
| -0.6% | -$146K | 4.39% | 1 |
|
|
2022
Q2 | $25.7M | Buy |
187,769
+1,740
| +0.9% | +$238K | 4.19% | 1 |
|
|
2022
Q1 | $32.5M | Sell |
186,029
-333
| -0.2% | -$58.1K | 4.18% | 1 |
|
|
2021
Q4 | $33.1M | Buy |
186,362
+559
| +0.3% | +$99.3K | 3.78% | 1 |
|
|
2021
Q3 | $26.3M | Buy |
185,803
+1,569
| +0.9% | +$222K | 3.2% | 1 |
|
|
2021
Q2 | $25.2M | Buy |
184,234
+4,939
| +3% | +$676K | 3.12% | 1 |
|
|
2021
Q1 | $21.9M | Buy |
179,295
+3,334
| +2% | +$407K | 3.19% | 2 |
|
|
2020
Q4 | $23.3M | Buy |
175,961
+8,450
| +5% | +$1.12M | 3.73% | 1 |
|
|
2020
Q3 | $19.4M | Sell |
167,511
-6,177
| -4% | -$715K | 3.63% | 1 |
|
|
2020
Q2 | $15.8M | Sell |
173,688
-2,160
| -1% | -$197K | 3.47% | 2 |
|
|
2020
Q1 | $11.2M | Buy |
175,848
+2,792
| +2% | +$177K | 3.34% | 2 |
|
|
2019
Q4 | $12.7M | Buy |
173,056
+2,100
| +1% | +$154K | 3.39% | 3 |
|
|
2019
Q3 | $9.57M | Buy |
170,956
+29,912
| +21% | +$1.67M | 2.88% | 3 |
|
|
2019
Q2 | $6.98M | Buy |
141,044
+1,468
| +1% | +$72.6K | 2.1% | 9 |
|
|
2019
Q1 | $6.63M | Buy |
139,576
+6,344
| +5% | +$301K | 2.21% | 8 |
|
|
2018
Q4 | $5.25M | Buy |
133,232
+1,232
| +0.9% | +$48.6K | 2.19% | 11 |
|
|
2018
Q3 | $7.45M | Sell |
132,000
-3,136
| -2% | -$177K | 2.51% | 5 |
|
|
2018
Q2 | $6.25M | Buy |
135,136
+5,768
| +4% | +$267K | 2.29% | 6 |
|
|
2018
Q1 | $5.43M | Buy |
129,368
+3,924
| +3% | +$165K | 2.01% | 8 |
|
|
2017
Q4 | $5.31M | Buy |
125,444
+3,496
| +3% | +$148K | 2.11% | 9 |
|
|
2017
Q3 | $4.7M | Buy |
121,948
+2,156
| +2% | +$83.1K | 2.03% | 11 |
|
|
2017
Q2 | $4.31M | Buy |
119,792
+8,600
| +8% | +$310K | 2.1% | 9 |
|
|
2017
Q1 | $3.99M | Buy |
111,192
+20,836
| +23% | +$748K | 2.16% | 7 |
|
|
2016
Q4 | $2.62M | Buy |
+90,356
| New | +$2.62M | 1.63% | 22 |
|