GWAG
Garrett Wealth Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95M | Sell |
48,479
-69
| -0.1% | -$14.2K | 2.1% | 13 |
|
|
2025
Q1 | $10.8M | Sell |
48,548
-350
| -0.7% | -$77.7K | 2.41% | 11 |
|
|
2024
Q4 | $12.2M | Buy |
48,898
+48
| +0.1% | +$12K | 2.79% | 10 |
|
|
2024
Q3 | $11.4M | Buy |
48,850
+9,875
| +25% | +$2.3M | 2.81% | 10 |
|
|
2024
Q2 | $8.21M | Buy |
38,975
+9,411
| +32% | +$1.98M | 3.01% | 11 |
|
|
2024
Q1 | $5.07M | Sell |
29,564
-117
| -0.4% | -$20.1K | 2.08% | 14 |
|
|
2023
Q4 | $5.71M | Buy |
29,681
+11
| +0% | +$2.12K | 2.38% | 15 |
|
|
2023
Q3 | $5.08M | Buy |
29,670
+296
| +1% | +$50.7K | 2.31% | 14 |
|
|
2023
Q2 | $5.7M | Buy |
29,374
+1,471
| +5% | +$285K | 2.53% | 14 |
|
|
2023
Q1 | $4.6M | Buy |
27,903
+33
| +0.1% | +$5.44K | 2.24% | 13 |
|
|
2022
Q4 | $3.62M | Sell |
27,870
-468
| -2% | -$60.8K | 1.86% | 14 |
|
|
2022
Q3 | $3.92M | Sell |
28,338
-274
| -1% | -$37.9K | 2.19% | 13 |
|
|
2022
Q2 | $3.91M | Sell |
28,612
-25
| -0.1% | -$3.42K | 2.13% | 14 |
|
|
2022
Q1 | $5M | Sell |
28,637
-840
| -3% | -$147K | 2.57% | 13 |
|
|
2021
Q4 | $5.23M | Sell |
29,477
-55
| -0.2% | -$9.77K | 2.54% | 12 |
|
|
2021
Q3 | $4.18M | Sell |
29,532
-691
| -2% | -$97.8K | 2.67% | 9 |
|
|
2021
Q2 | $4.14M | Sell |
30,223
-1,009
| -3% | -$138K | 2.71% | 9 |
|
|
2021
Q1 | $3.82M | Buy |
31,232
+722
| +2% | +$88.2K | 2.7% | 9 |
|
|
2020
Q4 | $4.05M | Sell |
30,510
-223
| -0.7% | -$29.6K | 3.04% | 9 |
|
|
2020
Q3 | $3.56M | Buy |
30,733
+22,642
| +280% | +$2.62M | 2.81% | 8 |
|
|
2020
Q2 | $2.95M | Sell |
8,091
-64
| -0.8% | -$23.4K | 2.36% | 10 |
|
|
2020
Q1 | $2.07M | Sell |
8,155
-272
| -3% | -$69.1K | 1.96% | 9 |
|
|
2019
Q4 | $2.47M | Sell |
8,427
-82
| -1% | -$24.1K | 1.83% | 11 |
|
|
2019
Q3 | $1.91M | Sell |
8,509
-15
| -0.2% | -$3.36K | 1.33% | 11 |
|
|
2019
Q2 | $1.69M | Buy |
8,524
+182
| +2% | +$36.1K | 1.34% | 11 |
|
|
2019
Q1 | $1.59M | Sell |
8,342
-37
| -0.4% | -$7.03K | 1.3% | 11 |
|
|
2018
Q4 | $1.32M | Buy |
+8,379
| New | +$1.32M | 1.2% | 11 |
|