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Gibson Capital’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
11,157
-967
-8% -$198K 0.45% 13
2025
Q1
$2.69M Buy
12,124
+750
+7% +$167K 0.57% 12
2024
Q4
$2.85M Buy
11,374
+3,920
+53% +$982K 0.58% 12
2024
Q3
$1.74M Hold
7,454
0.35% 13
2024
Q2
$1.57M Sell
7,454
-50
-0.7% -$10.5K 0.35% 15
2024
Q1
$1.29M Sell
7,504
-100
-1% -$17.1K 0.28% 17
2023
Q4
$1.46M Buy
7,604
+4,237
+126% +$816K 0.34% 13
2023
Q3
$576K Buy
3,367
+100
+3% +$17.1K 0.16% 24
2023
Q2
$634K Sell
3,267
-4,157
-56% -$806K 0.16% 23
2023
Q1
$1.22M Buy
7,424
+48
+0.7% +$7.92K 0.32% 16
2022
Q4
$958K Sell
7,376
-2,016
-21% -$262K 0.29% 16
2022
Q3
$1.3M Hold
9,392
0.41% 12
2022
Q2
$1.28M Sell
9,392
-200
-2% -$27.3K 0.38% 13
2022
Q1
$1.67M Buy
9,592
+152
+2% +$26.5K 0.42% 12
2021
Q4
$1.67M Sell
9,440
-2
-0% -$354 0.39% 12
2021
Q3
$1.33M Buy
9,442
+70
+0.7% +$9.86K 0.35% 10
2021
Q2
$1.28M Hold
9,372
0.33% 11
2021
Q1
$1.14M Sell
9,372
-1,750
-16% -$213K 0.32% 11
2020
Q4
$1.48M Buy
11,122
+2,366
+27% +$314K 0.43% 10
2020
Q3
$1.01M Buy
8,756
+6,578
+302% +$760K 0.34% 12
2020
Q2
$792K Sell
2,178
-9
-0.4% -$3.27K 0.28% 12
2020
Q1
$554K Sell
2,187
-191
-8% -$48.4K 0.24% 19
2019
Q4
$696K Hold
2,378
0.23% 20
2019
Q3
$530K Hold
2,378
0.19% 20
2019
Q2
$468K Hold
2,378
0.18% 17
2019
Q1
$448K Hold
2,378
0.15% 21
2018
Q4
$372K Hold
2,378
0.14% 22
2018
Q3
$535K Hold
2,378
0.18% 18
2018
Q2
$438K Hold
2,378
0.16% 21
2018
Q1
$396K Hold
2,378
0.14% 24
2017
Q4
$399K Sell
2,378
-60
-2% -$10.1K 0.14% 22
2017
Q3
$375K Hold
2,438
0.13% 24
2017
Q2
$348K Sell
2,438
-700
-22% -$99.9K 0.12% 25
2017
Q1
$448K Buy
3,138
+695
+28% +$99.2K 0.15% 22
2016
Q4
$282K Buy
2,443
+105
+4% +$12.1K 0.1% 30
2016
Q3
$262K Hold
2,338
0.09% 27
2016
Q2
$221K Hold
2,338
0.08% 28
2016
Q1
$253K Sell
2,338
-300
-11% -$32.5K 0.09% 27
2015
Q4
$274K Buy
2,638
+292
+12% +$30.3K 0.1% 28
2015
Q3
$255K Sell
2,346
-571
-20% -$62.1K 0.08% 28
2015
Q2
$361K Buy
2,917
+342
+13% +$42.3K 0.11% 27
2015
Q1
$319K Sell
2,575
-270
-9% -$33.4K 0.09% 26
2014
Q4
$311K Buy
2,845
+745
+35% +$81.4K 0.1% 28
2014
Q3
$211K Buy
+2,100
New +$211K 0.07% 35