Gateway Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.3M | Sell |
52,667
-2,688
| -5% | -$600K | 1.98% | 13 |
|
|
2024
Q2 | $11.7M | Buy |
55,355
+3,423
| +7% | +$638K | 1.98% | 13 |
|
|
2024
Q1 | $8.91M | Buy |
51,932
+825
| +2% | +$150K | 1.56% | 16 |
|
|
2023
Q4 | $9.84M | Sell |
51,107
-1,900
| -4% | -$351K | 1.89% | 12 |
|
|
2023
Q3 | $9.08M | Buy |
53,007
+2,082
| +4% | +$382K | 1.85% | 12 |
|
|
2023
Q2 | $9.88M | Sell |
50,925
-282
| -0.6% | -$49.1K | 2.09% | 11 |
|
|
2023
Q1 | $8.44M | Buy |
51,207
+1,453
| +3% | +$214K | 1.88% | 11 |
|
|
2022
Q4 | $6.46M | Sell |
49,754
-240
| -0.5% | -$34.3K | 1.66% | 11 |
|
|
2022
Q3 | $6.91M | Buy |
49,994
+23,936
| +92% | +$3.76M | 1.71% | 10 |
|
|
2022
Q2 | $3.56M | Sell |
26,058
-709
| -3% | -$107K | 1.52% | 15 |
|
|
2022
Q1 | $4.67M | Sell |
26,767
-41
| -0.2% | -$6.89K | 1.27% | 21 |
|
|
2021
Q4 | $4.76M | Sell |
26,808
-1,422
| -5% | -$225K | 1.01% | 25 |
|
|
2021
Q3 | $4M | Buy |
28,230
+1,087
| +4% | +$160K | 0.83% | 30 |
|
|
2021
Q2 | $3.72M | Sell |
27,143
-31,881
| -54% | -$4.13M | 0.79% | 33 |
|
|
2021
Q1 | $7.21M | Sell |
59,024
-4,969
| -8% | -$638K | 1.82% | 16 |
|
|
2020
Q4 | $8.49M | Buy |
63,993
+52
| +0.1% | +$6.25K | 1.85% | 7 |
|
|
2020
Q3 | $7.41M | Sell |
63,941
-119
| -0.2% | -$13K | 1.74% | 14 |
|
|
2020
Q2 | $5.84M | Buy |
64,060
+1,392
| +2% | +$108K | 1.71% | 17 |
|
|
2020
Q1 | $3.98M | Buy |
62,668
+41,976
| +203% | +$3.09M | 1.34% | 19 |
|
|
2019
Q4 | $1.52M | Sell |
20,692
-996
| -5% | -$64.1K | 0.37% | 32 |
|
|
2019
Q3 | $1.21M | Buy |
21,688
+748
| +4% | +$39.1K | 0.41% | 31 |
|
|
2019
Q2 | $1.04M | Buy |
20,940
+996
| +5% | +$48.5K | 0.27% | 34 |
|
|
2019
Q1 | $947K | Buy |
19,944
+244
| +1% | +$10.3K | 0.25% | 35 |
|
|
2018
Q4 | $777K | Buy |
19,700
+6,240
| +46% | +$303K | 0.33% | 31 |
|
|
2018
Q3 | $760K | Buy |
13,460
+248
| +2% | +$12.9K | 0.2% | 40 |
|
|
2018
Q2 | $611K | Sell |
13,212
-1,032
| -7% | -$46.8K | 0.17% | 44 |
|
|
2018
Q1 | $597K | Sell |
14,244
-12,572
| -47% | -$541K | 0.17% | 47 |
|
|
2017
Q4 | $1.14M | Buy |
26,816
+15,376
| +134% | +$643K | 0.31% | 45 |
|
|
2017
Q3 | $441K | Hold |
11,440
| – | – | 0.13% | 51 |
|
|
2017
Q2 | $412K | Buy |
11,440
+4,812
| +73% | +$178K | 0.13% | 56 |
|
|
2017
Q1 | $233K | Buy |
+6,628
| New | +$218K | 0.07% | 72 |
|
Other funds holding AAPL
Gateway Advisory's AAPL Position: Q3 2024 in Review
Gateway Advisory reduced its Apple (AAPL) stake by 4.9% in Q3 2024, selling an estimated $600K and leaving 52,667 shares worth $12.3M. The position accounts for 1.98% of the portfolio, ranked #13.
Gateway Advisory first reported a position in AAPL in Q1 2017 and has held it in 31 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.
- Gateway Advisory held 52,667 shares of Apple worth $12.3M as of Q3 2024.
- Gateway Advisory sold 2,688 Apple shares in Q3 2024, an estimated $600K.
- Apple made up 1.98% of Gateway Advisory's portfolio in Q3 2024, its #13 holding.
- Gateway Advisory first reported a position in Apple in Q1 2017 and has held it in 31 quarters since.
- 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.
Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.