GFA
Gifford Fong Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Hold |
81,169
| – | – | 3.83% | 4 |
|
|
2025
Q1 | $18M | Hold |
81,169
| – | – | 4.49% | 3 |
|
|
2024
Q4 | $20.3M | Hold |
81,169
| – | – | 4.99% | 3 |
|
|
2024
Q3 | $18.9M | Hold |
81,169
| – | – | 4.73% | 2 |
|
|
2024
Q2 | $17.1M | Hold |
81,169
| – | – | 4.53% | 3 |
|
|
2024
Q1 | $13.9M | Sell |
81,169
-72,501
| -47% | -$12.4M | 3.84% | 4 |
|
|
2023
Q4 | $29.6M | Hold |
153,670
| – | – | 6.29% | 2 |
|
|
2023
Q3 | $26.3M | Hold |
153,670
| – | – | 6.29% | 2 |
|
|
2023
Q2 | $29.8M | Hold |
153,670
| – | – | 7% | 2 |
|
|
2023
Q1 | $25.3M | Sell |
153,670
-102,330
| -40% | -$16.9M | 6.67% | 2 |
|
|
2022
Q4 | $33.3M | Hold |
256,000
| – | – | 7.63% | 1 |
|
|
2022
Q3 | $35.4M | Hold |
256,000
| – | – | 8.75% | 1 |
|
|
2022
Q2 | $35M | Hold |
256,000
| – | – | 8.16% | 1 |
|
|
2022
Q1 | $44.7M | Hold |
256,000
| – | – | 8.17% | 2 |
|
|
2021
Q4 | $45.5M | Hold |
256,000
| – | – | 7.95% | 2 |
|
|
2021
Q3 | $36.2M | Hold |
256,000
| – | – | 7.04% | 3 |
|
|
2021
Q2 | $35.1M | Hold |
256,000
| – | – | 6.82% | 3 |
|
|
2021
Q1 | $31.3M | Hold |
256,000
| – | – | 6.72% | 2 |
|
|
2020
Q4 | $34M | Hold |
256,000
| – | – | 7.88% | 2 |
|
|
2020
Q3 | $29.6M | Buy |
256,000
+192,000
| +300% | +$22.2M | 7.94% | 2 |
|
|
2020
Q2 | $23.3M | Hold |
64,000
| – | – | 7.07% | 2 |
|
|
2020
Q1 | $16.3M | Buy |
64,000
+25,000
| +64% | +$6.36M | 5.97% | 2 |
|
|
2019
Q4 | $11.5M | Hold |
39,000
| – | – | 3.34% | 5 |
|
|
2019
Q3 | $8.74M | Hold |
39,000
| – | – | 2.86% | 7 |
|
|
2019
Q2 | $7.72M | Sell |
39,000
-25,000
| -39% | -$4.95M | 2.58% | 6 |
|
|
2019
Q1 | $12.2M | Hold |
64,000
| – | – | 4.01% | 3 |
|
|
2018
Q4 | $10.1M | Sell |
64,000
-10,000
| -14% | -$1.58M | 3.81% | 4 |
|
|
2018
Q3 | $16.7M | Hold |
74,000
| – | – | 5.31% | 2 |
|
|
2018
Q2 | $13.7M | Buy |
74,000
+5,000
| +7% | +$926K | 4.73% | 3 |
|
|
2018
Q1 | $11.6M | Buy |
+69,000
| New | +$11.6M | 4.73% | 4 |
|