GFPC
Global Financial Private Client’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
65,783
-128
| -0.2% | -$26.3K | 5.06% | 1 |
|
|
2025
Q1 | $14.6M | Sell |
65,911
-5,823
| -8% | -$1.29M | 5.59% | 1 |
|
|
2024
Q4 | $18M | Buy |
71,734
+112
| +0.2% | +$28K | 6.74% | 1 |
|
|
2024
Q3 | $16.7M | Buy |
71,622
+1,013
| +1% | +$236K | 6.51% | 1 |
|
|
2024
Q2 | $14.9M | Sell |
70,609
-83
| -0.1% | -$17.5K | 6.22% | 1 |
|
|
2024
Q1 | $12M | Buy |
70,692
+717
| +1% | +$122K | 5.17% | 1 |
|
|
2023
Q4 | $13.5M | Buy |
69,975
+1,564
| +2% | +$301K | 6.31% | 1 |
|
|
2023
Q3 | $11.9M | Sell |
68,411
-176
| -0.3% | -$30.6K | 6.14% | 1 |
|
|
2023
Q2 | $13.2M | Sell |
68,587
-120
| -0.2% | -$23.1K | 6.49% | 1 |
|
|
2023
Q1 | $11.4M | Sell |
68,707
-2,023
| -3% | -$336K | 5.89% | 2 |
|
|
2022
Q4 | $9.19M | Buy |
70,730
+2,356
| +3% | +$306K | 5.14% | 2 |
|
|
2022
Q3 | $9.74M | Buy |
68,374
+866
| +1% | +$123K | 5.61% | 1 |
|
|
2022
Q2 | $9.38M | Buy |
67,508
+18,495
| +38% | +$2.57M | 5.29% | 1 |
|
|
2022
Q1 | $8.54M | Buy |
49,013
+6,676
| +16% | +$1.16M | 4.13% | 1 |
|
|
2021
Q4 | $7.52M | Buy |
42,337
+3,130
| +8% | +$556K | 3.63% | 3 |
|
|
2021
Q3 | $5.59M | Sell |
39,207
-1,506
| -4% | -$215K | 2.88% | 9 |
|
|
2021
Q2 | $5.59M | Sell |
40,713
-1,916
| -4% | -$263K | 3.12% | 7 |
|
|
2021
Q1 | $5.24M | Buy |
42,629
+3,785
| +10% | +$466K | 3.76% | 4 |
|
|
2020
Q4 | $5.15M | Buy |
38,844
+875
| +2% | +$116K | 4.09% | 5 |
|
|
2020
Q3 | $4.43M | Buy |
37,969
+27,788
| +273% | +$3.25M | 3.85% | 5 |
|
|
2020
Q2 | $3.71M | Buy |
10,181
+160
| +2% | +$58.3K | 3.23% | 6 |
|
|
2020
Q1 | $2.41M | Buy |
10,021
+648
| +7% | +$156K | 2.56% | 7 |
|
|
2019
Q4 | $2.75M | Buy |
+9,373
| New | +$2.75M | 2.3% | 9 |
|