GG
Gleason Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
4,287
+1,230
| +40% | +$252K | 0.1% | 45 |
|
|
2025
Q1 | $679K | Buy |
3,057
+3
| +0.1% | +$666 | 0.12% | 46 |
|
|
2024
Q4 | $765K | Sell |
3,054
-776
| -20% | -$194K | 0.13% | 42 |
|
|
2024
Q3 | $893K | Sell |
3,830
-10
| -0.3% | -$2.33K | 0.16% | 39 |
|
|
2024
Q2 | $809K | Sell |
3,840
-135
| -3% | -$28.4K | 0.16% | 40 |
|
|
2024
Q1 | $682K | Sell |
3,975
-838
| -17% | -$144K | 0.14% | 44 |
|
|
2023
Q4 | $927K | Sell |
4,813
-574
| -11% | -$111K | 0.21% | 37 |
|
|
2023
Q3 | $922K | Sell |
5,387
-141
| -3% | -$24.1K | 0.24% | 33 |
|
|
2023
Q2 | $1.07M | Buy |
5,528
+875
| +19% | +$170K | 0.28% | 33 |
|
|
2023
Q1 | $767K | Buy |
4,653
+167
| +4% | +$27.5K | 0.22% | 42 |
|
|
2022
Q4 | $583K | Buy |
4,486
+8
| +0.2% | +$1.04K | 0.18% | 47 |
|
|
2022
Q3 | $619K | Buy |
4,478
+255
| +6% | +$35.2K | 0.21% | 39 |
|
|
2022
Q2 | $577K | Sell |
4,223
-38
| -0.9% | -$5.19K | 0.2% | 42 |
|
|
2022
Q1 | $744K | Sell |
4,261
-722
| -14% | -$126K | 0.22% | 36 |
|
|
2021
Q4 | $885K | Buy |
4,983
+573
| +13% | +$102K | 0.29% | 30 |
|
|
2021
Q3 | $624K | Buy |
4,410
+6
| +0.1% | +$849 | 0.23% | 41 |
|
|
2021
Q2 | $603K | Buy |
4,404
+8
| +0.2% | +$1.1K | 0.22% | 40 |
|
|
2021
Q1 | $537K | Buy |
4,396
+7
| +0.2% | +$855 | 0.21% | 42 |
|
|
2020
Q4 | $582K | Buy |
4,389
+766
| +21% | +$102K | 0.28% | 38 |
|
|
2020
Q3 | $420K | Buy |
3,623
+2,753
| +316% | +$319K | 0.24% | 45 |
|
|
2020
Q2 | $317K | Buy |
870
+2
| +0.2% | +$729 | 0.2% | 48 |
|
|
2020
Q1 | $221K | Buy |
868
+138
| +19% | +$35.1K | 0.18% | 50 |
|
|
2019
Q4 | $214K | Buy |
+730
| New | +$214K | 0.13% | 58 |
|