Financial Gravity Asset Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.04M	Buy	27,738 +2,129	+8%	+$554K	1.25%	22
2025 Q4	$6.96M	Buy	25,609 +825	+3%	+$221K	1.34%	22
2025 Q3	$6.31M	Buy	+24,784	New	+$5.6M	1.25%	22
2025 Q1	$5.88M	Buy	+26,492	New	+$6.14M	1.28%	20
2024 Q2	$3.58M	Sell	16,991 -12,871	-43%	-$2.4M	0.89%	25
2024 Q1	$5.4M	Sell	29,862 -187,621	-86%	-$34.1M	0.72%	33
2023 Q4	$171M	Buy	217,483 +13,339	+7%	+$2.46M	1.81%	9
2023 Q3	$168M	Buy	204,144 +194,369	+1,988%	+$35.6M	1.85%	8
2023 Q2	$67.3K	Buy	9,775 +95	+1%	+$16.6K	0.18%	73
2023 Q1	$14.6K	Buy	9,680 +7,477	+339%	+$1.1M	0.45%	43
2022 Q4	$48.2K	Sell	2,203 -3,887	-64%	-$555K	0.25%	59
2022 Q3	$11.6K	Sell	6,090 -5,361	-47%	-$841K	0.39%	48
2022 Q2	$14.2K	Buy	11,451 +2,120	+23%	+$321K	0.44%	43
2022 Q1	$29.4K	Sell	9,331 -8,448	-48%	-$1.42M	0.83%	25
2021 Q4	$26.2K	Buy	17,779 +12,923	+266%	+$2.04M	0.59%	38
2021 Q3	$803K	Sell	4,856 -4,933	-50%	-$726K	0.38%	46
2021 Q2	$1.46M	Buy	9,789 +955	+11%	+$124K	0.52%	42
2021 Q1	$18.8K	Buy	8,834 +3,386	+62%	+$435K	0.38%	32
2020 Q4	$731K	Buy	+5,448	New	+$655K	0.67%	32
2020 Q2	–	Sell	-3,760	Closed	-$98.6K	–	17
2020 Q1	$98.6K	Buy	3,760 +544	+17%	+$40K	0.31%	35
2019 Q4	$387K	Sell	3,216 -800	-20%	-$51.5K	0.27%	33
2019 Q3	$225K	Sell	4,016 -16	-0.4%	-$837	0.19%	107
2019 Q2	$199K	Sell	4,032 -400	-9%	-$19.5K	0.16%	144
2019 Q1	$212K	Buy	+4,432	New	+$188K	0.17%	129
2018 Q3	$335K	Sell	6,312 -400	-6%	-$20.8K	0.35%	47
2018 Q2	$349K	Sell	6,712 -4,400	-40%	-$200K	0.33%	46
2018 Q1	$491K	Buy	+11,112	New	+$478K	0.5%	32