GJWM
Gilliland Jeter Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Sell |
117,157
-3,677
| -3% | -$754K | 7.83% | 2 |
|
|
2025
Q1 | $26.8M | Sell |
120,834
-4,475
| -4% | -$994K | 9.49% | 1 |
|
|
2024
Q4 | $31.4M | Sell |
125,309
-1,704
| -1% | -$427K | 10.59% | 1 |
|
|
2024
Q3 | $29.6M | Sell |
127,013
-3,831
| -3% | -$893K | 9.56% | 1 |
|
|
2024
Q2 | $27.6M | Sell |
130,844
-6,690
| -5% | -$1.41M | 9.28% | 1 |
|
|
2024
Q1 | $23.6M | Sell |
137,534
-1,342
| -1% | -$230K | 8.21% | 1 |
|
|
2023
Q4 | $26.7M | Buy |
+138,876
| New | +$26.7M | 11.06% | 1 |
|