GWM
Gitterman Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Buy |
33,206
+883
| +3% | +$181K | 1.59% | 9 |
|
|
2025
Q1 | $7.18M | Sell |
32,323
-2,182
| -6% | -$485K | 1.91% | 9 |
|
|
2024
Q4 | $8.64M | Buy |
34,505
+36
| +0.1% | +$9.02K | 3.61% | 5 |
|
|
2024
Q3 | $8.03M | Sell |
34,469
-735
| -2% | -$171K | 3.35% | 5 |
|
|
2024
Q2 | $7.41M | Sell |
35,204
-543
| -2% | -$114K | 2.86% | 5 |
|
|
2024
Q1 | $6.13M | Buy |
35,747
+945
| +3% | +$162K | 2.38% | 5 |
|
|
2023
Q4 | $6.7M | Sell |
34,802
-469
| -1% | -$90.3K | 2.98% | 3 |
|
|
2023
Q3 | $6.04M | Buy |
35,271
+1,136
| +3% | +$194K | 2.86% | 3 |
|
|
2023
Q2 | $6.62M | Buy |
34,135
+150
| +0.4% | +$29.1K | 3.09% | 3 |
|
|
2023
Q1 | $5.6M | Sell |
33,985
-1,744
| -5% | -$288K | 2.66% | 3 |
|
|
2022
Q4 | $4.64M | Buy |
35,729
+1,164
| +3% | +$151K | 2.33% | 3 |
|
|
2022
Q3 | $4.78M | Sell |
34,565
-235
| -0.7% | -$32.5K | 4.92% | 2 |
|
|
2022
Q2 | $4.76M | Sell |
34,800
-3,555
| -9% | -$486K | 4.45% | 3 |
|
|
2022
Q1 | $6.7M | Buy |
38,355
+1,956
| +5% | +$342K | 5.39% | 3 |
|
|
2021
Q4 | $6.46M | Sell |
36,399
-73
| -0.2% | -$13K | 4.79% | 3 |
|
|
2021
Q3 | $5.16M | Buy |
36,472
+305
| +0.8% | +$43.2K | 4.15% | 3 |
|
|
2021
Q2 | $4.95M | Sell |
36,167
-2,495
| -6% | -$342K | 4.01% | 3 |
|
|
2021
Q1 | $4.72M | Buy |
+38,662
| New | +$4.72M | 3.04% | 7 |
|