GWA
Genesis Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
8,333
| – | – | 1.28% | 18 |
|
|
2025
Q1 | $1.85M | Hold |
8,333
| – | – | 1.5% | 19 |
|
|
2024
Q4 | $2.09M | Buy |
+8,333
| New | +$2.09M | 1.82% | 19 |
|
|
2015
Q2 | $492K | Buy |
3,923
+424
| +12% | +$53.2K | 0.4% | 28 |
|
|
2015
Q1 | $435K | Buy |
3,499
+63
| +2% | +$7.83K | 0.36% | 34 |
|
|
2014
Q4 | $443K | Buy |
+3,436
| New | +$443K | 0.35% | 35 |
|