Glass Jacobson Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.46M Sell
2025
Q1
$5.36M Hold
2024
Q4
$5.36M Buy
2024
Q3
$4.51M Sell
2024
Q2
$4.11M Buy
2024
Q1
$3.31M Sell
2023
Q4
$3.89M Buy
2023
Q3
$3.45M Buy
2023
Q2
$3.82M Buy
2022
Q4
$2.74M Buy