GWA
Gibson Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
6,831
+1
| +0% | +$205 | 1.04% | 13 |
|
|
2025
Q1 | $1.52M | Buy |
6,830
+1
| +0% | +$222 | 1.22% | 11 |
|
|
2024
Q4 | $1.71M | Sell |
6,829
-66
| -1% | -$16.5K | 1.41% | 9 |
|
|
2024
Q3 | $1.61M | Buy |
6,895
+1
| +0% | +$233 | 1.31% | 10 |
|
|
2024
Q2 | $1.45M | Buy |
6,894
+900
| +15% | +$190K | 1.36% | 11 |
|
|
2024
Q1 | $1.03M | Buy |
+5,994
| New | +$1.03M | 0.99% | 15 |
|
|
2022
Q4 | $53.7M | Buy |
376,031
+372,576
| +10,784% | +$53.2M | 1.03% | 15 |
|
|
2022
Q3 | $477K | Hold |
3,455
| – | – | 0.55% | 19 |
|
|
2022
Q2 | $472K | Hold |
3,455
| – | – | 0.53% | 19 |
|
|
2022
Q1 | $603K | Buy |
3,455
+95
| +3% | +$16.6K | 0.62% | 17 |
|
|
2021
Q4 | $597K | Buy |
+3,360
| New | +$597K | 0.61% | 18 |
|