GWSA
Global Wealth Strategies & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
11,769
-578
| -5% | -$119K | 0.69% | 19 |
|
|
2025
Q1 | $2.74M | Buy |
12,347
+838
| +7% | +$186K | 0.83% | 14 |
|
|
2024
Q4 | $2.88M | Buy |
11,509
+838
| +8% | +$210K | 0.9% | 14 |
|
|
2024
Q3 | $2.49M | Buy |
10,671
+406
| +4% | +$94.6K | 0.82% | 16 |
|
|
2024
Q2 | $2.16M | Sell |
10,265
-726
| -7% | -$153K | 0.78% | 18 |
|
|
2024
Q1 | $1.88M | Buy |
10,991
+796
| +8% | +$137K | 0.71% | 19 |
|
|
2023
Q4 | $1.96M | Buy |
10,195
+883
| +9% | +$170K | 0.82% | 17 |
|
|
2023
Q3 | $1.59M | Buy |
9,312
+1,744
| +23% | +$299K | 0.74% | 25 |
|
|
2023
Q2 | $1.47M | Sell |
7,568
-62
| -0.8% | -$12K | 0.69% | 24 |
|
|
2023
Q1 | $1.26M | Buy |
7,630
+1,085
| +17% | +$179K | 0.65% | 23 |
|
|
2022
Q4 | $850K | Buy |
+6,545
| New | +$850K | 0.49% | 27 |
|