Gallagher Fiduciary Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
18,273
+1,118
| +7% | +$229K | 0.15% | 33 |
|
|
2025
Q1 | $3.81M | Sell |
17,155
-4,032
| -19% | -$896K | 0.13% | 44 |
|
|
2024
Q4 | $5.31M | Buy |
21,187
+1,346
| +7% | +$337K | 1.04% | 24 |
|
|
2024
Q3 | $4.62M | Sell |
19,841
-740
| -4% | -$172K | 0.94% | 24 |
|
|
2024
Q2 | $4.33M | Sell |
20,581
-761
| -4% | -$160K | 0.97% | 21 |
|
|
2024
Q1 | $3.66M | Sell |
21,342
-805
| -4% | -$138K | 0.13% | 31 |
|
|
2023
Q4 | $4.26M | Sell |
22,147
-209
| -0.9% | -$40.2K | 0.15% | 28 |
|
|
2023
Q3 | $3.83M | Buy |
22,356
+788
| +4% | +$135K | 0.34% | 25 |
|
|
2023
Q2 | $4.18M | Sell |
21,568
-558
| -3% | -$108K | 0.32% | 26 |
|
|
2023
Q1 | $3.65M | Buy |
+22,126
| New | +$3.65M | 0.3% | 28 |
|