GIM
Generate Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Buy |
184,657
+2,497
| +1% | +$512K | 2.1% | 14 |
|
|
2025
Q1 | $40.5M | Buy |
182,160
+5,618
| +3% | +$1.25M | 2.84% | 7 |
|
|
2024
Q4 | $44.2M | Sell |
176,542
-88,052
| -33% | -$22M | 3.09% | 5 |
|
|
2024
Q3 | $61.6M | Buy |
264,594
+9,259
| +4% | +$2.16M | 4.12% | 5 |
|
|
2024
Q2 | $53.8M | Buy |
255,335
+49,673
| +24% | +$10.5M | 3.16% | 5 |
|
|
2024
Q1 | $35.3M | Buy |
205,662
+47,818
| +30% | +$8.2M | 2.56% | 10 |
|
|
2023
Q4 | $30.4M | Buy |
+157,844
| New | +$30.4M | 2.63% | 9 |
|