GJIA
Glass Jacobson Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
11,998
-9,398
| -44% | -$1.93M | 0.95% | 35 |
|
|
2025
Q1 | $5.36M | Hold |
21,396
| – | – | 1.76% | 5 |
|
|
2024
Q4 | $5.36M | Buy |
21,396
+2,048
| +11% | +$513K | 1.76% | 5 |
|
|
2024
Q3 | $4.51M | Sell |
19,348
-160
| -0.8% | -$37.3K | 1.49% | 7 |
|
|
2024
Q2 | $4.11M | Buy |
19,508
+185
| +1% | +$39K | 1.5% | 8 |
|
|
2024
Q1 | $3.31M | Sell |
19,323
-891
| -4% | -$153K | 1.24% | 15 |
|
|
2023
Q4 | $3.89M | Buy |
20,214
+66
| +0.3% | +$12.7K | 1.59% | 8 |
|
|
2023
Q3 | $3.45M | Buy |
20,148
+463
| +2% | +$79.3K | 1.58% | 6 |
|
|
2023
Q2 | $3.82M | Buy |
+19,685
| New | +$3.82M | 1.75% | 4 |
|
|
2022
Q4 | $2.74M | Buy |
+21,087
| New | +$2.74M | 1.36% | 13 |
|