LWM
Lyons Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11.4M | Buy |
38,962
+2,500
| +7% | +$734K | 33.49% | 1 |
|
|
2019
Q3 | $8.17M | Sell |
36,462
-2,695
| -7% | -$604K | 21.24% | 1 |
|
|
2019
Q2 | $7.75M | Buy |
+39,157
| New | +$7.75M | 18.51% | 1 |
|
|
2019
Q1 | – | Sell |
-4,026
| Closed | -$635K | – | 13 |
|
|
2018
Q4 | $635K | Sell |
4,026
-536
| -12% | -$84.5K | 2.07% | 21 |
|
|
2018
Q3 | $1.03M | Sell |
4,562
-111,775
| -96% | -$25.2M | 2.04% | 11 |
|
|
2018
Q2 | $21.5M | Buy |
116,337
+1,218
| +1% | +$225K | 30.83% | 1 |
|
|
2018
Q1 | $19.3M | Buy |
115,119
+29,778
| +35% | +$5M | 29.35% | 1 |
|
|
2017
Q4 | $14.4M | Sell |
85,341
-19,959
| -19% | -$3.38M | 23.59% | 2 |
|
|
2017
Q3 | $16.2M | Buy |
105,300
+5,251
| +5% | +$809K | 24.34% | 1 |
|
|
2017
Q2 | $14.4M | Sell |
100,049
-5,086
| -5% | -$732K | 20.21% | 2 |
|
|
2017
Q1 | $15.1M | Sell |
105,135
-131
| -0.1% | -$18.8K | 15.92% | 2 |
|
|
2016
Q4 | $12.2M | Sell |
105,266
-158
| -0.1% | -$18.3K | 16.64% | 2 |
|
|
2016
Q3 | $11.9M | Sell |
105,424
-7,380
| -7% | -$834K | 16.44% | 2 |
|
|
2016
Q2 | $10.8M | Buy |
112,804
+511
| +0.5% | +$48.9K | 16.27% | 2 |
|
|
2016
Q1 | $12.2M | Sell |
112,293
-2,123
| -2% | -$231K | 17.58% | 2 |
|
|
2015
Q4 | $12M | Sell |
114,416
-11,404
| -9% | -$1.2M | 15.36% | 2 |
|
|
2015
Q3 | $13.9M | Buy |
125,820
+11,254
| +10% | +$1.24M | 17.81% | 2 |
|
|
2015
Q2 | $14.4M | Sell |
114,566
-1,377
| -1% | -$173K | 16.36% | 2 |
|
|
2015
Q1 | $14.4M | Buy |
115,943
+532
| +0.5% | +$66.2K | 15.65% | 2 |
|
|
2014
Q4 | $12.7M | Sell |
115,411
-455
| -0.4% | -$50.2K | 13.35% | 2 |
|
|
2014
Q3 | $11.7M | Sell |
115,866
-793
| -0.7% | -$79.9K | 12.42% | 2 |
|
|
2014
Q2 | $10.8M | Buy |
116,659
+102,318
| +713% | +$9.51M | 9.67% | 2 |
|
|
2014
Q1 | $7.7M | Buy |
14,341
+761
| +6% | +$409K | 6.73% | 2 |
|
|
2013
Q4 | $7.62M | Sell |
13,580
-3,231
| -19% | -$1.81M | 7.16% | 4 |
|
|
2013
Q3 | $8.02M | Buy |
16,811
+3,981
| +31% | +$1.9M | 7.22% | 4 |
|
|
2013
Q2 | $5.09M | Buy |
+12,830
| New | +$5.09M | 5.16% | 6 |
|