GWA
GGM Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.1M | Buy |
14,738
+26
| +0.2% | +$5.46K | 1.72% | 12 |
|
|
2024
Q4 | $3.68M | Sell |
14,712
-5,423
| -27% | -$1.36M | 1.93% | 11 |
|
|
2024
Q3 | $4.69M | Buy |
20,135
+1
| +0% | +$233 | 2.02% | 11 |
|
|
2024
Q2 | $4.24M | Sell |
20,134
-16,146
| -45% | -$3.4M | 1.94% | 11 |
|
|
2024
Q1 | $6.16M | Sell |
36,280
-2,634
| -7% | -$447K | 2.87% | 7 |
|
|
2023
Q4 | $7.49M | Buy |
38,914
+4,345
| +13% | +$836K | 3.1% | 9 |
|
|
2023
Q3 | $5.92M | Sell |
34,569
-220
| -0.6% | -$37.7K | 2.56% | 10 |
|
|
2023
Q2 | $6.54M | Sell |
34,789
-29
| -0.1% | -$5.45K | 2.65% | 12 |
|
|
2023
Q1 | $5.74M | Sell |
34,818
-106
| -0.3% | -$17.5K | 3.28% | 11 |
|
|
2022
Q4 | $4.53M | Sell |
34,924
-2,427
| -6% | -$315K | 2.33% | 14 |
|
|
2022
Q3 | $5.69M | Sell |
37,351
-6
| -0% | -$914 | 3.07% | 9 |
|
|
2022
Q2 | $5.45M | Buy |
37,357
+1,115
| +3% | +$163K | 3.04% | 9 |
|
|
2022
Q1 | $6.07M | Buy |
36,242
+23,770
| +191% | +$3.98M | 3.04% | 9 |
|
|
2021
Q4 | $2.18M | Buy |
12,472
+210
| +2% | +$36.8K | 1.73% | 12 |
|
|
2021
Q3 | $1.82M | Buy |
12,262
+1,726
| +16% | +$256K | 1.45% | 17 |
|
|
2021
Q2 | $1.54M | Hold |
10,536
| – | – | 1.31% | 19 |
|
|
2021
Q1 | $1.39M | Buy |
10,536
+36
| +0.3% | +$4.73K | 1.11% | 22 |
|
|
2020
Q4 | $1.37M | Buy |
+10,500
| New | +$1.37M | 1.36% | 18 |
|