GA
Geller Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.5M | Sell |
65,700
-322
| -0.5% | -$80.6K | 1.08% | 11 |
|
|
2024
Q3 | $15.4M | Buy |
66,022
+2,723
| +4% | +$634K | 1.06% | 11 |
|
|
2024
Q2 | $13.3M | Sell |
63,299
-4,471
| -7% | -$942K | 0.99% | 11 |
|
|
2024
Q1 | $11.6M | Buy |
67,770
+19,073
| +39% | +$3.27M | 0.94% | 12 |
|
|
2023
Q4 | $9.38M | Sell |
48,697
-178
| -0.4% | -$34.3K | 0.91% | 10 |
|
|
2023
Q3 | $8.37M | Sell |
48,875
-3,186
| -6% | -$545K | 0.97% | 9 |
|
|
2023
Q2 | $10.1M | Buy |
52,061
+4,796
| +10% | +$930K | 1.26% | 9 |
|
|
2023
Q1 | $7.79M | Buy |
47,265
+9,268
| +24% | +$1.53M | 1.15% | 9 |
|
|
2022
Q4 | $4.94M | Sell |
37,997
-1,505
| -4% | -$196K | 0.84% | 10 |
|
|
2022
Q3 | $5.46M | Sell |
39,502
-3,944
| -9% | -$545K | 1.19% | 8 |
|
|
2022
Q2 | $5.94M | Sell |
43,446
-8,623
| -17% | -$1.18M | 1.24% | 8 |
|
|
2022
Q1 | $9.09M | Buy |
52,069
+13,885
| +36% | +$2.42M | 1.69% | 8 |
|
|
2021
Q4 | $6.78M | Buy |
38,184
+195
| +0.5% | +$34.6K | 1.32% | 8 |
|
|
2021
Q3 | $5.38M | Sell |
37,989
-151
| -0.4% | -$21.4K | 1.17% | 7 |
|
|
2021
Q2 | $5.22M | Sell |
38,140
-74
| -0.2% | -$10.1K | 1.13% | 6 |
|
|
2021
Q1 | $4.67M | Buy |
38,214
+6,731
| +21% | +$822K | 1.1% | 6 |
|
|
2020
Q4 | $5.04M | Hold |
31,483
| – | – | 1.27% | 5 |
|
|
2020
Q3 | $3.65M | Buy |
31,483
+23,409
| +290% | +$2.71M | 1.04% | 6 |
|
|
2020
Q2 | $2.95M | Buy |
8,074
+3,389
| +72% | +$1.24M | 0.89% | 8 |
|
|
2020
Q1 | $1.19M | Sell |
4,685
-259
| -5% | -$65.8K | 0.34% | 14 |
|
|
2019
Q4 | $1.45M | Sell |
4,944
-898
| -15% | -$264K | 0.45% | 10 |
|
|
2019
Q3 | $1.31M | Buy |
+5,842
| New | +$1.31M | 0.47% | 10 |
|
|
2015
Q3 | – | Sell |
-3,589
| Closed | -$450K | – | 30 |
|
|
2015
Q2 | $450K | Buy |
3,589
+9
| +0.3% | +$1.13K | 0.26% | 19 |
|
|
2015
Q1 | $445K | Buy |
3,580
+8
| +0.2% | +$994 | 0.26% | 19 |
|
|
2014
Q4 | $394K | Sell |
3,572
-2,111
| -37% | -$233K | 0.23% | 20 |
|
|
2014
Q3 | $573K | Sell |
5,683
-33,290
| -85% | -$3.36M | 0.32% | 17 |
|
|
2014
Q2 | $3.62M | Buy |
38,973
+33,559
| +620% | +$3.12M | 2.42% | 5 |
|
|
2014
Q1 | $2.91M | Buy |
5,414
+2
| +0% | +$1.07K | 1.93% | 5 |
|
|
2013
Q4 | $3.04M | Buy |
5,412
+4,766
| +738% | +$2.67M | 2.05% | 6 |
|
|
2013
Q3 | $308K | Buy |
+646
| New | +$308K | 0.23% | 18 |
|