GWM
GDS Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
113,826
+4,807
| +4% | +$986K | 1.7% | 14 |
|
|
2025
Q1 | $24.2M | Buy |
109,019
+4,372
| +4% | +$971K | 2.06% | 10 |
|
|
2024
Q4 | $26.2M | Buy |
104,647
+11,894
| +13% | +$2.98M | 2.39% | 9 |
|
|
2024
Q3 | $21.6M | Buy |
92,753
+2,728
| +3% | +$636K | 2.11% | 11 |
|
|
2024
Q2 | $19M | Buy |
90,025
+9,021
| +11% | +$1.9M | 2.08% | 12 |
|
|
2024
Q1 | $13.9M | Buy |
81,004
+8,596
| +12% | +$1.47M | 1.63% | 22 |
|
|
2023
Q4 | $13.9M | Buy |
72,408
+8,599
| +13% | +$1.66M | 1.88% | 15 |
|
|
2023
Q3 | $10.9M | Buy |
63,809
+3,325
| +5% | +$569K | 1.72% | 20 |
|
|
2023
Q2 | $11.7M | Buy |
60,484
+763
| +1% | +$148K | 1.9% | 14 |
|
|
2023
Q1 | $9.85M | Sell |
59,721
-2,458
| -4% | -$405K | 1.74% | 14 |
|
|
2022
Q4 | $8.08M | Sell |
62,179
-35
| -0.1% | -$4.55K | 1.54% | 24 |
|
|
2022
Q3 | $8.6M | Buy |
62,214
+3,310
| +6% | +$457K | 1.91% | 20 |
|
|
2022
Q2 | $8.05M | Buy |
58,904
+10,023
| +21% | +$1.37M | 1.81% | 19 |
|
|
2022
Q1 | $8.07M | Buy |
48,881
+1,052
| +2% | +$174K | 1.78% | 16 |
|
|
2021
Q4 | $8.49M | Buy |
+47,829
| New | +$8.49M | 1.9% | 14 |
|