GWP
Gateway Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
36,765
+1,104
| +3% | +$227K | 1.43% | 9 |
|
|
2025
Q1 | $7.92M | Buy |
35,661
+681
| +2% | +$151K | 1.78% | 6 |
|
|
2024
Q4 | $8.76M | Buy |
34,980
+1,687
| +5% | +$422K | 2.27% | 5 |
|
|
2024
Q3 | $7.76M | Sell |
33,293
-2,260
| -6% | -$527K | 2.14% | 6 |
|
|
2024
Q2 | $7.49M | Buy |
35,553
+9,536
| +37% | +$2.01M | 2.26% | 6 |
|
|
2024
Q1 | $4.46M | Sell |
26,017
-698
| -3% | -$120K | 1.6% | 12 |
|
|
2023
Q4 | $5.14M | Sell |
26,715
-10,680
| -29% | -$2.06M | 2.07% | 9 |
|
|
2023
Q3 | $6.4M | Buy |
37,395
+144
| +0.4% | +$24.7K | 1.15% | 17 |
|
|
2023
Q2 | $7.23M | Sell |
37,251
-140,788
| -79% | -$27.3M | 1.29% | 15 |
|
|
2023
Q1 | $29.4M | Buy |
178,039
+657
| +0.4% | +$108K | 4.52% | 5 |
|
|
2022
Q4 | $23M | Buy |
+177,382
| New | +$23M | 3.96% | 6 |
|