GenWealth Group’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.24M	Buy	10,939 +323	+3%	+$66.3K	0.45%	30
2025 Q1	$2.36M	Buy	10,616 +1,301	+14%	+$289K	0.52%	28
2024 Q4	$2.33M	Sell	9,315 -321	-3%	-$80.4K	0.53%	32
2024 Q3	$2.25M	Sell	9,636 -784	-8%	-$183K	0.52%	32
2024 Q2	$2.19M	Sell	10,420 -247	-2%	-$52K	0.54%	32
2024 Q1	$1.83M	Buy	10,667 +120	+1%	+$20.6K	0.46%	33
2023 Q4	$2.03M	Buy	10,547 +132	+1%	+$25.4K	0.56%	32
2023 Q3	$1.78M	Buy	10,415 +564	+6%	+$96.6K	0.54%	33
2023 Q2	$1.91M	Buy	9,851 +1	+0%	+$194	0.55%	31
2023 Q1	$1.62M	Hold	9,850	–	–	0.5%	33
2022 Q4	$1.28M	Buy	9,850 +1	+0%	+$130	0.42%	37
2022 Q3	$1.36M	Hold	9,849	–	–	0.46%	29
2022 Q2	$1.35M	Buy	9,849 +1	+0%	+$137	0.43%	28
2022 Q1	$1.72M	Sell	9,848 -293	-3%	-$51.2K	0.48%	28
2021 Q4	$1.8M	Buy	10,141 +293	+3%	+$52K	0.49%	28
2021 Q3	$1.39M	Sell	9,848 -434	-4%	-$61.4K	0.41%	28
2021 Q2	$1.41M	Buy	10,282 +9	+0.1%	+$1.23K	0.42%	28
2021 Q1	$1.25M	Sell	10,273 -1,667	-14%	-$203K	0.4%	30
2020 Q4	$1.58M	Sell	11,940 -340	-3%	-$45.1K	0.52%	31
2020 Q3	$1.41M	Buy	12,280 +9,191	+298%	+$1.06M	0.51%	31
2020 Q2	$1.13M	Sell	3,089 -10	-0.3%	-$3.64K	0.44%	33
2020 Q1	$788K	Sell	3,099 -49	-2%	-$12.5K	0.34%	25
2019 Q4	$924K	Hold	3,148	–	–	0.36%	32
2019 Q3	$705K	Sell	3,148 -1	-0%	-$224	0.29%	34
2019 Q2	$638K	Buy	3,149 +80	+3%	+$16.2K	0.27%	37
2019 Q1	$586K	Buy	3,069 +70	+2%	+$13.4K	0.27%	35
2018 Q4	$473K	Hold	2,999	–	–	0.24%	33
2018 Q3	$687K	Buy	2,999 +1	+0%	+$229	0.32%	30
2018 Q2	$551K	Buy	2,998 +42	+1%	+$7.72K	0.27%	32
2018 Q1	$495K	Buy	2,956 +20	+0.7%	+$3.35K	0.25%	33
2017 Q4	$519K	Buy	+2,936	New	+$519K	0.26%	35