Geller Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.5M | Sell |
65,700
-322
| -0.5% | -$75.9K | 1.08% | 11 |
|
|
2024
Q3 | $15.4M | Buy |
66,022
+2,723
| +4% | +$608K | 1.06% | 11 |
|
|
2024
Q2 | $13.3M | Sell |
63,299
-4,471
| -7% | -$834K | 0.99% | 11 |
|
|
2024
Q1 | $11.6M | Buy |
67,770
+19,073
| +39% | +$3.47M | 0.94% | 12 |
|
|
2023
Q4 | $9.38M | Sell |
48,697
-178
| -0.4% | -$32.9K | 0.91% | 10 |
|
|
2023
Q3 | $8.37M | Sell |
48,875
-3,186
| -6% | -$584K | 0.97% | 9 |
|
|
2023
Q2 | $10.1M | Buy |
52,061
+4,796
| +10% | +$836K | 1.26% | 9 |
|
|
2023
Q1 | $7.79M | Buy |
47,265
+9,268
| +24% | +$1.37M | 1.15% | 9 |
|
|
2022
Q4 | $4.94M | Sell |
37,997
-1,505
| -4% | -$215K | 0.84% | 10 |
|
|
2022
Q3 | $5.46M | Sell |
39,502
-3,944
| -9% | -$619K | 1.19% | 8 |
|
|
2022
Q2 | $5.94M | Sell |
43,446
-8,623
| -17% | -$1.31M | 1.24% | 8 |
|
|
2022
Q1 | $9.09M | Buy |
52,069
+13,885
| +36% | +$2.33M | 1.69% | 8 |
|
|
2021
Q4 | $6.78M | Buy |
38,184
+195
| +0.5% | +$30.8K | 1.32% | 8 |
|
|
2021
Q3 | $5.38M | Sell |
37,989
-151
| -0.4% | -$22.2K | 1.17% | 7 |
|
|
2021
Q2 | $5.22M | Sell |
38,140
-74
| -0.2% | -$9.59K | 1.13% | 6 |
|
|
2021
Q1 | $4.67M | Buy |
38,214
+6,731
| +21% | +$864K | 1.1% | 6 |
|
|
2020
Q4 | $5.04M | Hold |
31,483
| – | – | 1.27% | 5 |
|
|
2020
Q3 | $3.65M | Sell |
31,483
-813
| -3% | -$88.7K | 1.04% | 6 |
|
|
2020
Q2 | $2.94M | Buy |
32,296
+13,556
| +72% | +$1.05M | 0.89% | 8 |
|
|
2020
Q1 | $1.19M | Sell |
18,740
-1,036
| -5% | -$76.2K | 0.34% | 14 |
|
|
2019
Q4 | $1.45M | Sell |
19,776
-3,592
| -15% | -$231K | 0.45% | 10 |
|
|
2019
Q3 | $1.31M | Buy |
+23,368
| New | +$1.22M | 0.47% | 10 |
|
|
2015
Q3 | – | Sell |
-14,356
| Closed | -$450K | – | 30 |
|
|
2015
Q2 | $450K | Buy |
14,356
+36
| +0.3% | +$1.15K | 0.26% | 19 |
|
|
2015
Q1 | $445K | Buy |
14,320
+32
| +0.2% | +$966 | 0.26% | 19 |
|
|
2014
Q4 | $394K | Sell |
14,288
-8,444
| -37% | -$230K | 0.23% | 20 |
|
|
2014
Q3 | $573K | Sell |
22,732
-133,160
| -85% | -$3.27M | 0.32% | 17 |
|
|
2014
Q2 | $3.62M | Buy |
155,892
+4,300
| +3% | +$91.5K | 2.42% | 5 |
|
|
2014
Q1 | $2.91M | Buy |
151,592
+56
| +0% | +$1.06K | 1.93% | 5 |
|
|
2013
Q4 | $3.04M | Buy |
151,536
+133,448
| +738% | +$2.52M | 2.05% | 6 |
|
|
2013
Q3 | $308K | Buy |
+18,088
| New | +$300K | 0.23% | 18 |
|
Other funds holding AAPL
Geller Advisors's AAPL Position: Q4 2024 in Review
Geller Advisors reduced its Apple (AAPL) stake by 0.49% in Q4 2024, selling an estimated $75.9K and leaving 65,700 shares worth $16.5M. The position accounts for 1.08% of the portfolio, ranked #11.
Geller Advisors first reported a position in AAPL in Q3 2013 and has held it in 30 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.
- Geller Advisors held 65,700 shares of Apple worth $16.5M as of Q4 2024.
- Geller Advisors sold 322 Apple shares in Q4 2024, an estimated $75.9K.
- Apple made up 1.08% of Geller Advisors's portfolio in Q4 2024, its #11 holding.
- Geller Advisors first reported a position in Apple in Q3 2013 and has held it in 30 quarters since.
- 5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.
Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.