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Lake Point Wealth Management

SEC CIK
0001768068
Latest filing
Jul 19, 2022

AAPL holding history

Apple Inc. in every 13F filed by Lake Point Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2022 holdings

Shares (Q2 2022)
4,025
Value
$550.0K
% of portfolio
0.3%
Quarters held
5
Since Q2 2021
Holdings of AAPL by Lake Point Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20224,025$550.0K0.3%+67+1.7%AddedHolders
Q1 20223,958$691.0K0.3%−472−10.7%ReducedHolders
Q4 20214,430$787.0K0.3%+665+17.7%AddedHolders
Q3 20213,765$533.0K0.2%−198−5.0%ReducedHolders
Q2 20213,963$543.0K0.3%–No prior filingHolders