GWMIA
Global Wealth Management Investment Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
71,348
+1,668
| +2% | +$342K | 2.75% | 8 |
|
|
2025
Q1 | $15.5M | Buy |
69,680
+4,846
| +7% | +$1.08M | 3.1% | 4 |
|
|
2024
Q4 | $16.2M | Buy |
64,834
+2,420
| +4% | +$606K | 3.35% | 4 |
|
|
2024
Q3 | $14.5M | Buy |
62,414
+1
| +0% | +$233 | 3.14% | 4 |
|
|
2024
Q2 | $13.1M | Sell |
62,413
-1,068
| -2% | -$225K | 3.06% | 5 |
|
|
2024
Q1 | $10.9M | Buy |
63,481
+1,496
| +2% | +$257K | 2.67% | 7 |
|
|
2023
Q4 | $11.9M | Sell |
61,985
-2,161
| -3% | -$416K | 3.06% | 4 |
|
|
2023
Q3 | $11M | Sell |
64,146
-2,369
| -4% | -$406K | 3.08% | 4 |
|
|
2023
Q2 | $12.9M | Sell |
66,515
-1,106
| -2% | -$215K | 3.54% | 2 |
|
|
2023
Q1 | $11.2M | Sell |
67,621
-1,095
| -2% | -$181K | 3.36% | 3 |
|
|
2022
Q4 | $8.93M | Buy |
68,716
+6,388
| +10% | +$830K | 2.91% | 4 |
|
|
2022
Q3 | $8.61M | Buy |
62,328
+1,770
| +3% | +$245K | 3.07% | 3 |
|
|
2022
Q2 | $8.28M | Buy |
60,558
+3,849
| +7% | +$526K | 2.79% | 3 |
|
|
2022
Q1 | $9.9M | Sell |
56,709
-138
| -0.2% | -$24.1K | 2.95% | 2 |
|
|
2021
Q4 | $10.1M | Sell |
56,847
-1,726
| -3% | -$306K | 3.04% | 3 |
|
|
2021
Q3 | $8.29M | Sell |
58,573
-532
| -0.9% | -$75.3K | 2.62% | 5 |
|
|
2021
Q2 | $8.1M | Sell |
59,105
-2,754
| -4% | -$377K | 2.69% | 6 |
|
|
2021
Q1 | $7.56M | Sell |
61,859
-3,522
| -5% | -$430K | 2.73% | 6 |
|
|
2020
Q4 | $8.68M | Buy |
65,381
+152
| +0.2% | +$20.2K | 3.36% | 3 |
|
|
2020
Q3 | $7.55M | Buy |
65,229
+43,562
| +201% | +$5.04M | 3.27% | 5 |
|
|
2020
Q2 | $7.9M | Sell |
21,667
-211
| -1% | -$77K | 3.38% | 4 |
|
|
2020
Q1 | $5.56M | Sell |
21,878
-781
| -3% | -$199K | 2.81% | 4 |
|
|
2019
Q4 | $6.65M | Sell |
22,659
-4,252
| -16% | -$1.25M | 2.81% | 4 |
|
|
2019
Q3 | $6.03M | Sell |
26,911
-1,118
| -4% | -$250K | 2.76% | 5 |
|
|
2019
Q2 | $5.55M | Buy |
28,029
+1,942
| +7% | +$384K | 2.69% | 5 |
|
|
2019
Q1 | $4.96M | Buy |
26,087
+2,885
| +12% | +$548K | 2.57% | 5 |
|
|
2018
Q4 | $3.66M | Buy |
+23,202
| New | +$3.66M | 2.13% | 5 |
|