WLIM
White Lighthouse Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Sell |
29,218
-333
| -1% | -$68.3K | 0.98% | 20 |
|
|
2025
Q1 | $6.56M | Sell |
29,551
-1,770
| -6% | -$393K | 1.17% | 19 |
|
|
2024
Q4 | $7.84M | Buy |
31,321
+840
| +3% | +$210K | 1.38% | 18 |
|
|
2024
Q3 | $7.1M | Sell |
30,481
-3,572
| -10% | -$832K | 1.27% | 19 |
|
|
2024
Q2 | $7.17M | Sell |
34,053
-3,395
| -9% | -$715K | 1.38% | 19 |
|
|
2024
Q1 | $6.42M | Sell |
37,448
-80
| -0.2% | -$13.7K | 1.3% | 19 |
|
|
2023
Q4 | $7.23M | Sell |
37,528
-4,597
| -11% | -$885K | 1.58% | 16 |
|
|
2023
Q3 | $7.21M | Sell |
42,125
-326
| -0.8% | -$55.8K | 1.75% | 16 |
|
|
2023
Q2 | $8.23M | Buy |
42,451
+8,117
| +24% | +$1.57M | 1.97% | 14 |
|
|
2023
Q1 | $5.66M | Buy |
34,334
+1,359
| +4% | +$224K | 1.43% | 19 |
|
|
2022
Q4 | $4.28M | Sell |
32,975
-203
| -0.6% | -$26.4K | 1.16% | 21 |
|
|
2022
Q3 | $4.59M | Sell |
33,178
-299
| -0.9% | -$41.3K | 1.34% | 18 |
|
|
2022
Q2 | $4.58M | Sell |
33,477
-44
| -0.1% | -$6.02K | 1.31% | 21 |
|
|
2022
Q1 | $5.85M | Buy |
33,521
+689
| +2% | +$120K | 1.49% | 19 |
|
|
2021
Q4 | $5.83M | Sell |
32,832
-585
| -2% | -$104K | 1.45% | 18 |
|
|
2021
Q3 | $4.73M | Sell |
33,417
-229
| -0.7% | -$32.4K | 1.27% | 20 |
|
|
2021
Q2 | $4.61M | Sell |
33,646
-1,601
| -5% | -$219K | 1.26% | 21 |
|
|
2021
Q1 | $4.31M | Sell |
35,247
-4,667
| -12% | -$570K | 1.32% | 20 |
|
|
2020
Q4 | $5.3M | Sell |
39,914
-8,511
| -18% | -$1.13M | 1.69% | 17 |
|
|
2020
Q3 | $5.61M | Buy |
48,425
+35,968
| +289% | +$4.17M | 1.94% | 16 |
|
|
2020
Q2 | $4.54M | Sell |
12,457
-35
| -0.3% | -$12.8K | 1.67% | 18 |
|
|
2020
Q1 | $3.18M | Sell |
12,492
-185
| -1% | -$47.1K | 1.33% | 21 |
|
|
2019
Q4 | $3.72M | Sell |
12,677
-7,494
| -37% | -$2.2M | 1.37% | 19 |
|
|
2019
Q3 | $4.52M | Sell |
20,171
-11
| -0.1% | -$2.46K | 1.82% | 15 |
|
|
2019
Q2 | $3.99M | Sell |
20,182
-3,870
| -16% | -$766K | 1.67% | 16 |
|
|
2019
Q1 | $4.57M | Sell |
24,052
-3,367
| -12% | -$640K | 2.1% | 14 |
|
|
2018
Q4 | $4.33M | Sell |
27,419
-857
| -3% | -$135K | 2.38% | 13 |
|
|
2018
Q3 | $6.38M | Sell |
28,276
-112
| -0.4% | -$25.3K | 3.26% | 7 |
|
|
2018
Q2 | $5.26M | Sell |
28,388
-497
| -2% | -$92K | 2.89% | 9 |
|
|
2018
Q1 | $4.85M | Sell |
28,885
-1,767
| -6% | -$296K | 2.78% | 9 |
|
|
2017
Q4 | $5.19M | Buy |
+30,652
| New | +$5.19M | 2.98% | 9 |
|