GRP
Global Retirement Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.8M | Buy |
+452,277
| New | +$92.8M | 2.3% | 3 |
|
|
2024
Q4 | $104M | Buy |
415,602
+21,778
| +6% | +$5.45M | 2.98% | 3 |
|
|
2024
Q3 | $91.8M | Sell |
393,824
-7,272
| -2% | -$1.69M | 2.77% | 3 |
|
|
2024
Q2 | $84.5M | Buy |
401,096
+79,887
| +25% | +$16.8M | 2.65% | 3 |
|
|
2024
Q1 | $55.1M | Sell |
321,209
-27,225
| -8% | -$4.67M | 2.05% | 5 |
|
|
2023
Q4 | $64M | Buy |
348,434
+18,535
| +6% | +$3.4M | 2.68% | 3 |
|
|
2023
Q3 | $57.3M | Buy |
329,899
+6,684
| +2% | +$1.16M | 2.89% | 3 |
|
|
2023
Q2 | $62.7M | Sell |
323,215
-7,861
| -2% | -$1.52M | 3.06% | 2 |
|
|
2023
Q1 | $55.4M | Buy |
331,076
+49,614
| +18% | +$8.31M | 2.94% | 3 |
|
|
2022
Q4 | $36.6M | Buy |
281,462
+33,567
| +14% | +$4.36M | 2.51% | 3 |
|
|
2022
Q3 | $38M | Buy |
247,895
+11,606
| +5% | +$1.78M | 2.88% | 2 |
|
|
2022
Q2 | $32.3M | Buy |
236,289
+13,124
| +6% | +$1.79M | 2.59% | 3 |
|
|
2022
Q1 | $31.3M | Buy |
+223,165
| New | +$31.3M | 2.46% | 3 |
|
|
2021
Q4 | – | Sell |
-171,082
| Closed | -$24.2M | – | 255 |
|
|
2021
Q3 | $24.2M | Buy |
171,082
+2,419
| +1% | +$342K | 2.39% | 3 |
|
|
2021
Q2 | $23.1M | Buy |
168,663
+3,945
| +2% | +$540K | 2.37% | 3 |
|
|
2021
Q1 | $20.1M | Buy |
164,718
+9,200
| +6% | +$1.12M | 2.36% | 4 |
|
|
2020
Q4 | $20.6M | Buy |
155,518
+9,827
| +7% | +$1.3M | 2.59% | 3 |
|
|
2020
Q3 | $16.9M | Buy |
145,691
+110,893
| +319% | +$12.8M | 2.47% | 2 |
|
|
2020
Q2 | $12.7M | Buy |
34,798
+2,972
| +9% | +$1.08M | 2.03% | 5 |
|
|
2020
Q1 | $8.09M | Buy |
31,826
+2,958
| +10% | +$752K | 1.53% | 10 |
|
|
2019
Q4 | $8.48M | Buy |
28,868
+3,578
| +14% | +$1.05M | 1.3% | 13 |
|
|
2019
Q3 | $5.66M | Sell |
25,290
-2,818
| -10% | -$631K | 0.93% | 20 |
|
|
2019
Q2 | $5.56M | Buy |
28,108
+2,485
| +10% | +$492K | 1.07% | 16 |
|
|
2019
Q1 | $4.87M | Sell |
25,623
-926
| -3% | -$176K | 1.18% | 13 |
|
|
2018
Q4 | $4.19M | Sell |
26,549
-4,687
| -15% | -$739K | 1.07% | 16 |
|
|
2018
Q3 | $7.05M | Sell |
31,236
-1,230
| -4% | -$278K | 1.59% | 8 |
|
|
2018
Q2 | $6.01M | Buy |
32,466
+1,714
| +6% | +$317K | 1.52% | 8 |
|
|
2018
Q1 | $5.16M | Buy |
30,752
+7,750
| +34% | +$1.3M | 1.42% | 7 |
|
|
2017
Q4 | $3.89M | Buy |
23,002
+2,063
| +10% | +$349K | 1.07% | 11 |
|
|
2017
Q3 | $3.23M | Buy |
20,939
+2,607
| +14% | +$402K | 1.33% | 9 |
|
|
2017
Q2 | $2.64M | Buy |
18,332
+1,808
| +11% | +$260K | 1.24% | 9 |
|
|
2017
Q1 | $2.37M | Buy |
16,524
+920
| +6% | +$132K | 1.33% | 9 |
|
|
2016
Q4 | $1.81M | Buy |
+15,604
| New | +$1.81M | 1.21% | 12 |
|