GWA
Geometric Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
17,780
+58
| +0.3% | +$11.9K | 0.54% | 9 |
|
|
2025
Q1 | $3.94M | Buy |
17,722
+92
| +0.5% | +$20.4K | 0.67% | 8 |
|
|
2024
Q4 | $4.41M | Sell |
17,630
-2
| -0% | -$501 | 0.8% | 8 |
|
|
2024
Q3 | $4.11M | Sell |
17,632
-444
| -2% | -$103K | 0.76% | 7 |
|
|
2024
Q2 | $3.81M | Buy |
18,076
+538
| +3% | +$113K | 0.78% | 6 |
|
|
2024
Q1 | $3.01M | Hold |
17,538
| – | – | 0.71% | 6 |
|
|
2023
Q4 | $3.38M | Sell |
17,538
-113
| -0.6% | -$21.8K | 0.9% | 5 |
|
|
2023
Q3 | $3.02M | Buy |
17,651
+50
| +0.3% | +$8.56K | 0.94% | 5 |
|
|
2023
Q2 | $3.36M | Buy |
17,601
+282
| +2% | +$53.8K | 1.04% | 4 |
|
|
2023
Q1 | $2.92M | Sell |
17,319
-207
| -1% | -$34.9K | 1.02% | 4 |
|
|
2022
Q4 | $2.28M | Buy |
17,526
+38
| +0.2% | +$4.94K | 0.92% | 4 |
|
|
2022
Q3 | $2.42M | Buy |
17,488
+20
| +0.1% | +$2.76K | 1.16% | 3 |
|
|
2022
Q2 | $2.39M | Sell |
17,468
-952
| -5% | -$130K | 1.19% | 7 |
|
|
2022
Q1 | $3.22M | Buy |
18,420
+4,298
| +30% | +$750K | 9.63% | 3 |
|
|
2021
Q4 | $2.51M | Buy |
+14,122
| New | +$2.51M | 1.2% | 3 |
|