Lord & Richards Wealth Management, LLC's ownership history for AAPL

Lord & Richards Wealth Management, LLC currently holds 2.7K shares with a market value of $680.9K. It started holding AAPL on 2024-12-31. At its peak, it held 3.6K shares on 2024-12-31. Its highest holding value was $902.8K on 2024-12-31. At its lowest, it held 1.9K shares on 2025-03-31, with a value of $418.5K on 2025-03-31. In the recent 180 days, Lord & Richards Wealth Management, LLC has increased its shares by 40. In the recent year, Lord & Richards Wealth Management, LLC has increased its shares by 799.