Gladstone Institutional Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69M | Sell |
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|
2025
Q2 | $56.2M | Buy |
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|
2025
Q1 | $59M | Buy |
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|
2024
Q4 | $62.7M | Buy |
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|
2024
Q3 | $55.7M | Buy |
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|
2024
Q2 | $45.4M | Buy |
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|
2024
Q1 | $36.5M | Sell |
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|
2023
Q4 | $48.6M | Buy |
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|
2023
Q3 | $39.7M | Sell |
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|
2023
Q2 | $45.3M | Sell |
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|
2023
Q1 | $39M | Buy |
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|
2022
Q4 | $30.5M | Sell |
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|
2022
Q3 | $35.7M | Sell |
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|
2022
Q2 | $35.4M | Sell |
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|
2022
Q1 | $46.6M | Buy |
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|
2021
Q4 | $40M | Buy |
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|
2021
Q3 | $28.8M | Buy |
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|
2021
Q2 | $22.4M | Buy |
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|
2021
Q1 | $16.1M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $9.71M | Buy |
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|
2020
Q2 | $7.58M | Sell |
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|
2020
Q1 | $5.57M | Buy |
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|
2019
Q4 | $5.12M | Buy |
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|
2019
Q3 | $3.83M | Buy |
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|
2019
Q2 | $2.85M | Sell |
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|
2019
Q1 | $2.8M | Buy |
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|
2018
Q4 | $2.21M | Buy |
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