Gimbal Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
3,895
-252
| -6% | -$51.7K | 0.49% | 16 |
|
|
2025
Q1 | $921K | Sell |
4,147
-288
| -6% | -$64K | 0.83% | 12 |
|
|
2024
Q4 | $1.11M | Sell |
4,435
-23
| -0.5% | -$5.76K | 0.91% | 15 |
|
|
2024
Q3 | $1.03M | Sell |
4,458
-29
| -0.6% | -$6.69K | 0.67% | 17 |
|
|
2024
Q2 | $1.02M | Buy |
4,487
+785
| +21% | +$179K | 0.75% | 16 |
|
|
2024
Q1 | $635K | Sell |
3,702
-1,390
| -27% | -$238K | 0.52% | 19 |
|
|
2023
Q4 | $980K | Buy |
+5,092
| New | +$980K | 0.98% | 14 |
|