GeoWealth Management’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.8M	Sell	82,018 -684	-0.8%	-$140K	0.66%	26
2025 Q1	$18.4M	Sell	82,702 -29,188	-26%	-$6.48M	0.74%	24
2024 Q4	$28M	Sell	111,890 -2,580	-2%	-$646K	0.92%	18
2024 Q3	$26.7M	Sell	114,470 -3,730	-3%	-$869K	0.94%	18
2024 Q2	$24.9M	Buy	118,200 +22,095	+23%	+$4.65M	1.08%	19
2024 Q1	$16.5M	Buy	96,105 +31,243	+48%	+$5.36M	0.64%	37
2023 Q4	$12.5M	Buy	64,862 +48,866	+305%	+$9.41M	1.03%	20
2023 Q3	$2.74M	Buy	15,996 +1,657	+12%	+$284K	0.31%	80
2023 Q2	$2.78M	Sell	14,339 -176	-1%	-$34.1K	0.3%	69
2023 Q1	$2.39M	Sell	14,515 -4,283	-23%	-$706K	0.28%	63
2022 Q4	$2.44M	Sell	18,798 -6,412	-25%	-$833K	0.26%	67
2022 Q3	$3.48M	Buy	25,210 +2,268	+10%	+$313K	0.38%	55
2022 Q2	$3.14M	Sell	22,942 -312	-1%	-$42.7K	0.42%	57
2022 Q1	$4.06M	Sell	23,254 -1,639	-7%	-$286K	0.36%	70
2021 Q4	$4.42M	Sell	24,893 -1,261	-5%	-$224K	0.36%	67
2021 Q3	$3.7M	Buy	26,154 +10,365	+66%	+$1.47M	0.31%	77
2021 Q2	$2.16M	Buy	15,789 +397	+3%	+$54.3K	0.27%	76
2021 Q1	$1.88M	Sell	15,392 -416	-3%	-$50.8K	0.29%	67
2020 Q4	$2.1M	Buy	15,808 +1,993	+14%	+$265K	0.34%	82
2020 Q3	$1.6M	Buy	13,815 +6,579	+91%	+$760K	0.48%	65
2020 Q2	$2.64M	Buy	7,236 +1,073	+17%	+$391K	1.09%	35
2020 Q1	$1.57M	Sell	6,163 -2,368	-28%	-$602K	1.11%	31
2019 Q4	$2.51M	Sell	8,531 -4,357	-34%	-$1.28M	1.35%	25
2019 Q3	$2.89M	Buy	12,888 +3,045	+31%	+$682K	0.65%	32
2019 Q2	$1.95M	Buy	+9,843	New	+$1.95M	5.11%	4