Gentry Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
6,152
+3,050
| +98% | +$626K | 0.96% | 17 |
|
|
2025
Q1 | $689K | Buy |
+3,102
| New | +$689K | 0.57% | 28 |
|
|
2024
Q4 | – | Sell |
-3,974
| Closed | -$926K | – | 34 |
|
|
2024
Q3 | $926K | Sell |
3,974
-187
| -4% | -$43.6K | 0.76% | 23 |
|
|
2024
Q2 | $876K | Buy |
+4,161
| New | +$876K | 0.77% | 18 |
|