GPFA
Game Plan Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Sell |
37,504
-6,083
| -14% | -$1.25M | 3.36% | 6 |
|
|
2025
Q1 | $9.68M | Sell |
43,587
-3,310
| -7% | -$735K | 4.7% | 1 |
|
|
2024
Q4 | $11.7M | Buy |
46,897
+93
| +0.2% | +$23.3K | 5.57% | 1 |
|
|
2024
Q3 | $10.9M | Sell |
46,804
-109
| -0.2% | -$25.4K | 5.27% | 1 |
|
|
2024
Q2 | $9.88M | Buy |
46,913
+1,653
| +4% | +$348K | 4.87% | 2 |
|
|
2024
Q1 | $7.76M | Buy |
45,260
+333
| +0.7% | +$57.1K | 3.93% | 2 |
|
|
2023
Q4 | $8.64M | Buy |
+44,927
| New | +$8.64M | 4.95% | 1 |
|
|
2022
Q4 | $6.91M | Sell |
53,215
-4,023
| -7% | -$523K | 5.69% | 2 |
|
|
2022
Q3 | $7.91M | Sell |
57,238
-5,220
| -8% | -$721K | 6.67% | 1 |
|
|
2022
Q2 | $8.48M | Sell |
62,458
-1,282
| -2% | -$174K | 6.81% | 1 |
|
|
2022
Q1 | $11.1M | Sell |
63,740
-1,585
| -2% | -$277K | 6.64% | 1 |
|
|
2021
Q4 | $11.6M | Buy |
65,325
+151
| +0.2% | +$26.8K | 6.2% | 1 |
|
|
2021
Q3 | $9.22M | Sell |
65,174
-1,354
| -2% | -$192K | 5.5% | 1 |
|
|
2021
Q2 | $9.11M | Buy |
66,528
+324
| +0.5% | +$44.4K | 5.42% | 1 |
|
|
2021
Q1 | $8.13M | Sell |
66,204
-3,349
| -5% | -$411K | 5.24% | 1 |
|
|
2020
Q4 | $9.25M | Buy |
69,553
+6,466
| +10% | +$860K | 6.57% | 1 |
|
|
2020
Q3 | $7.31M | Buy |
63,087
+42,406
| +205% | +$4.91M | 7.32% | 1 |
|
|
2020
Q2 | $7.54M | Sell |
20,681
-751
| -4% | -$274K | 10.81% | 1 |
|
|
2020
Q1 | $5.46M | Buy |
21,432
+4,110
| +24% | +$1.05M | 6.42% | 1 |
|
|
2019
Q4 | $5.09M | Buy |
+17,322
| New | +$5.09M | 4.76% | 1 |
|