FGAM
Financial Gravity Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.88M | Buy |
+26,492
| New | +$5.88M | 1.28% | 20 |
|
|
2024
Q2 | $3.58M | Sell |
16,991
-12,871
| -43% | -$2.71M | 0.89% | 25 |
|
|
2024
Q1 | $5.4M | Sell |
29,862
-187,621
| -86% | -$33.9M | 0.72% | 33 |
|
|
2023
Q4 | $171M | Buy |
217,483
+13,339
| +7% | +$10.5M | 1.81% | 9 |
|
|
2023
Q3 | $168M | Buy |
204,144
+194,369
| +1,988% | +$160M | 1.85% | 8 |
|
|
2023
Q2 | $67.3K | Buy |
9,775
+95
| +1% | +$654 | 0.18% | 73 |
|
|
2023
Q1 | $14.6K | Buy |
9,680
+7,477
| +339% | +$11.3K | 0.45% | 43 |
|
|
2022
Q4 | $48.2K | Sell |
2,203
-3,887
| -64% | -$85K | 0.25% | 59 |
|
|
2022
Q3 | $11.6K | Sell |
6,090
-5,361
| -47% | -$10.3K | 0.39% | 48 |
|
|
2022
Q2 | $14.2K | Buy |
11,451
+2,120
| +23% | +$2.63K | 0.44% | 43 |
|
|
2022
Q1 | $29.4K | Sell |
9,331
-8,448
| -48% | -$26.7K | 0.83% | 25 |
|
|
2021
Q4 | $26.2K | Buy |
17,779
+12,923
| +266% | +$19.1K | 0.59% | 38 |
|
|
2021
Q3 | $803K | Sell |
4,856
-4,933
| -50% | -$816K | 0.38% | 46 |
|
|
2021
Q2 | $1.46M | Buy |
9,789
+955
| +11% | +$142K | 0.52% | 42 |
|
|
2021
Q1 | $18.8K | Buy |
8,834
+3,386
| +62% | +$7.19K | 0.38% | 32 |
|
|
2020
Q4 | $731K | Buy |
+5,448
| New | +$731K | 0.67% | 32 |
|
|
2020
Q2 | – | Sell |
-940
| Closed | -$98.6K | – | 17 |
|
|
2020
Q1 | $98.6K | Buy |
940
+136
| +17% | +$14.3K | 0.31% | 35 |
|
|
2019
Q4 | $387K | Sell |
804
-200
| -20% | -$96.3K | 0.27% | 33 |
|
|
2019
Q3 | $225K | Sell |
1,004
-4
| -0.4% | -$896 | 0.19% | 107 |
|
|
2019
Q2 | $199K | Sell |
1,008
-100
| -9% | -$19.7K | 0.16% | 144 |
|
|
2019
Q1 | $212K | Buy |
+1,108
| New | +$212K | 0.17% | 129 |
|
|
2018
Q3 | $335K | Sell |
1,578
-100
| -6% | -$21.2K | 0.35% | 47 |
|
|
2018
Q2 | $349K | Sell |
1,678
-1,100
| -40% | -$229K | 0.33% | 46 |
|
|
2018
Q1 | $491K | Buy |
+2,778
| New | +$491K | 0.5% | 32 |
|