GIA
GHP Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Sell |
160,104
-2,921
| -2% | -$599K | 1.45% | 3 |
|
|
2025
Q1 | $36.2M | Sell |
163,025
-3,678
| -2% | -$817K | 1.74% | 2 |
|
|
2024
Q4 | $41.7M | Sell |
166,703
-2,281
| -1% | -$571K | 1.95% | 1 |
|
|
2024
Q3 | $39.4M | Sell |
168,984
-4,495
| -3% | -$1.05M | 1.81% | 1 |
|
|
2024
Q2 | $36.5M | Sell |
173,479
-5,580
| -3% | -$1.18M | 1.83% | 2 |
|
|
2024
Q1 | $30.7M | Sell |
179,059
-4,695
| -3% | -$805K | 1.52% | 3 |
|
|
2023
Q4 | $35.4M | Sell |
183,754
-3,652
| -2% | -$703K | 1.91% | 1 |
|
|
2023
Q3 | $33.5M | Buy |
187,406
+2,459
| +1% | +$440K | 2.04% | 1 |
|
|
2023
Q2 | $32.9M | Sell |
184,947
-1,672
| -0.9% | -$297K | 1.92% | 1 |
|
|
2023
Q1 | $30.8M | Buy |
186,619
+833
| +0.4% | +$137K | 1.95% | 1 |
|
|
2022
Q4 | $24.1M | Sell |
185,786
-3,328
| -2% | -$432K | 1.63% | 1 |
|
|
2022
Q3 | $26.1M | Buy |
189,114
+3,103
| +2% | +$429K | 2.01% | 1 |
|
|
2022
Q2 | $25.4M | Sell |
186,011
-2,075
| -1% | -$284K | 1.89% | 1 |
|
|
2022
Q1 | $32.8M | Buy |
188,086
+649
| +0.3% | +$113K | 2.16% | 1 |
|
|
2021
Q4 | $33.3M | Sell |
187,437
-4,981
| -3% | -$884K | 2.36% | 1 |
|
|
2021
Q3 | $27.2M | Sell |
192,418
-1,435
| -0.7% | -$203K | 2.16% | 1 |
|
|
2021
Q2 | $26.6M | Buy |
193,853
+24
| +0% | +$3.29K | 2.14% | 1 |
|
|
2021
Q1 | $23.7M | Sell |
193,829
-5,791
| -3% | -$707K | 2.06% | 2 |
|
|
2020
Q4 | $26.5M | Buy |
199,620
+3,276
| +2% | +$435K | 2.52% | 1 |
|
|
2020
Q3 | $22.7M | Buy |
196,344
+146,306
| +292% | +$16.9M | 2.57% | 1 |
|
|
2020
Q2 | $18.3M | Buy |
50,038
+737
| +1% | +$269K | 2.27% | 1 |
|
|
2020
Q1 | $12.5M | Sell |
49,301
-350
| -0.7% | -$89K | 1.89% | 3 |
|
|
2019
Q4 | $14.6M | Buy |
49,651
+1,240
| +3% | +$364K | 1.56% | 9 |
|
|
2019
Q3 | $10.8M | Sell |
48,411
-2,604
| -5% | -$583K | 1.35% | 11 |
|
|
2019
Q2 | $10.1M | Buy |
51,015
+1,257
| +3% | +$249K | 1.23% | 12 |
|
|
2019
Q1 | $9.45M | Buy |
49,758
+505
| +1% | +$95.9K | 1.22% | 14 |
|
|
2018
Q4 | $7.77M | Sell |
49,253
-2,146
| -4% | -$339K | 1.17% | 15 |
|
|
2018
Q3 | $11.6M | Sell |
51,399
-115
| -0.2% | -$26K | 1.55% | 9 |
|
|
2018
Q2 | $9.54M | Buy |
51,514
+1,018
| +2% | +$188K | 1.34% | 13 |
|
|
2018
Q1 | $8.47M | Buy |
50,496
+1,196
| +2% | +$201K | 1.2% | 16 |
|
|
2017
Q4 | $8.34M | Buy |
49,300
+6,915
| +16% | +$1.17M | 1.19% | 16 |
|
|
2017
Q3 | $6.53M | Buy |
42,385
+1,798
| +4% | +$277K | 0.99% | 19 |
|
|
2017
Q2 | $5.85M | Buy |
40,587
+755
| +2% | +$109K | 0.93% | 20 |
|
|
2017
Q1 | $5.72M | Buy |
39,832
+2,367
| +6% | +$340K | 0.98% | 19 |
|
|
2016
Q4 | $4.34M | Buy |
37,465
+2,429
| +7% | +$281K | 0.81% | 24 |
|
|
2016
Q3 | $3.96M | Buy |
35,036
+365
| +1% | +$41.3K | 0.81% | 22 |
|
|
2016
Q2 | $3.32M | Buy |
34,671
+1,725
| +5% | +$165K | 0.71% | 27 |
|
|
2016
Q1 | $3.59M | Buy |
32,946
+307
| +0.9% | +$33.5K | 0.81% | 23 |
|
|
2015
Q4 | $3.44M | Buy |
32,639
+1,454
| +5% | +$153K | 0.83% | 21 |
|
|
2015
Q3 | $3.44M | Buy |
31,185
+1,136
| +4% | +$125K | 0.89% | 18 |
|
|
2015
Q2 | $3.74M | Buy |
30,049
+8,940
| +42% | +$1.11M | 0.92% | 18 |
|
|
2015
Q1 | $2.63M | Sell |
21,109
-2,841
| -12% | -$354K | 0.69% | 25 |
|
|
2014
Q4 | $2.64M | Buy |
23,950
+7,640
| +47% | +$843K | 0.73% | 23 |
|
|
2014
Q3 | $1.64M | Sell |
16,310
-1,408
| -8% | -$142K | 0.48% | 46 |
|
|
2014
Q2 | $1.65M | Buy |
17,718
+15,739
| +795% | +$1.46M | 0.49% | 40 |
|
|
2014
Q1 | $1.06M | Buy |
1,979
+71
| +4% | +$38.1K | 0.34% | 76 |
|
|
2013
Q4 | $1.07M | Buy |
1,908
+55
| +3% | +$30.9K | 0.35% | 67 |
|
|
2013
Q3 | $883K | Buy |
1,853
+188
| +11% | +$89.6K | 0.32% | 79 |
|
|
2013
Q2 | $660K | Buy |
+1,665
| New | +$660K | 0.26% | 98 |
|