GAM
Gould Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
38,042
-1,112
| -3% | -$228K | 1.53% | 13 |
|
|
2025
Q1 | $8.7M | Buy |
39,154
+98
| +0.3% | +$21.8K | 1.79% | 12 |
|
|
2024
Q4 | $9.78M | Buy |
39,056
+9,458
| +32% | +$2.37M | 2.06% | 10 |
|
|
2024
Q3 | $6.9M | Buy |
29,598
+158
| +0.5% | +$36.8K | 1.48% | 15 |
|
|
2024
Q2 | $6.2M | Sell |
29,440
-123
| -0.4% | -$25.9K | 1.43% | 13 |
|
|
2024
Q1 | $5.07M | Sell |
29,563
-301
| -1% | -$51.6K | 1.23% | 15 |
|
|
2023
Q4 | $5.75M | Buy |
29,864
+3,119
| +12% | +$601K | 1.49% | 13 |
|
|
2023
Q3 | $4.58M | Buy |
26,745
+1,933
| +8% | +$331K | 1.29% | 16 |
|
|
2023
Q2 | $4.81M | Sell |
24,812
-451
| -2% | -$87.5K | 1.34% | 16 |
|
|
2023
Q1 | $4.17M | Sell |
25,263
-330
| -1% | -$54.4K | 1.19% | 16 |
|
|
2022
Q4 | $3.33M | Sell |
25,593
-643
| -2% | -$83.5K | 1% | 17 |
|
|
2022
Q3 | $3.63M | Sell |
26,236
-195
| -0.7% | -$27K | 1.23% | 16 |
|
|
2022
Q2 | $3.61M | Buy |
26,431
+424
| +2% | +$58K | 1.16% | 17 |
|
|
2022
Q1 | $4.54M | Sell |
26,007
-497
| -2% | -$86.8K | 1.3% | 14 |
|
|
2021
Q4 | $4.71M | Sell |
26,504
-427
| -2% | -$75.8K | 1.32% | 14 |
|
|
2021
Q3 | $3.81M | Sell |
26,931
-368
| -1% | -$52.1K | 1.18% | 15 |
|
|
2021
Q2 | $3.74M | Sell |
27,299
-424
| -2% | -$58.1K | 1.06% | 17 |
|
|
2021
Q1 | $3.39M | Sell |
27,723
-1,095
| -4% | -$134K | 1.03% | 17 |
|
|
2020
Q4 | $3.82M | Buy |
28,818
+3,873
| +16% | +$514K | 1.16% | 17 |
|
|
2020
Q3 | $2.89M | Buy |
24,945
+18,771
| +304% | +$2.17M | 0.98% | 19 |
|
|
2020
Q2 | $2.25M | Sell |
6,174
-194
| -3% | -$70.8K | 0.79% | 24 |
|
|
2020
Q1 | $1.62M | Sell |
6,368
-130
| -2% | -$33.1K | 0.62% | 26 |
|
|
2019
Q4 | $1.91M | Sell |
6,498
-265
| -4% | -$77.8K | 0.63% | 25 |
|
|
2019
Q3 | $1.52M | Buy |
6,763
+24
| +0.4% | +$5.38K | 0.54% | 28 |
|
|
2019
Q2 | $1.33M | Sell |
6,739
-65
| -1% | -$12.9K | 0.48% | 31 |
|
|
2019
Q1 | $1.29M | Buy |
6,804
+50
| +0.7% | +$9.49K | 0.48% | 32 |
|
|
2018
Q4 | $1.07M | Sell |
6,754
-60
| -0.9% | -$9.46K | 0.44% | 35 |
|
|
2018
Q3 | $1.54M | Buy |
6,814
+516
| +8% | +$116K | 0.61% | 27 |
|
|
2018
Q2 | $1.17M | Sell |
6,298
-66
| -1% | -$12.2K | 0.5% | 28 |
|
|
2018
Q1 | $1.07M | Buy |
6,364
+800
| +14% | +$134K | 0.47% | 32 |
|
|
2017
Q4 | $942K | Sell |
5,564
-1,425
| -20% | -$241K | 0.41% | 42 |
|
|
2017
Q3 | $1.08M | Buy |
6,989
+401
| +6% | +$61.8K | 0.48% | 32 |
|
|
2017
Q2 | $949K | Buy |
6,588
+135
| +2% | +$19.4K | 0.46% | 34 |
|
|
2017
Q1 | $927K | Sell |
6,453
-1,317
| -17% | -$189K | 0.47% | 33 |
|
|
2016
Q4 | $900K | Sell |
7,770
-484
| -6% | -$56.1K | 0.46% | 30 |
|
|
2016
Q3 | $933K | Buy |
8,254
+450
| +6% | +$50.9K | 0.5% | 28 |
|
|
2016
Q2 | $746K | Buy |
7,804
+400
| +5% | +$38.2K | 0.4% | 35 |
|
|
2016
Q1 | $807K | Buy |
7,404
+299
| +4% | +$32.6K | 0.43% | 33 |
|
|
2015
Q4 | $748K | Sell |
7,105
-645
| -8% | -$67.9K | 0.4% | 35 |
|
|
2015
Q3 | $855K | Sell |
7,750
-192
| -2% | -$21.2K | 0.48% | 30 |
|
|
2015
Q2 | $996K | Buy |
7,942
+183
| +2% | +$23K | 0.5% | 27 |
|
|
2015
Q1 | $965K | Sell |
7,759
-766
| -9% | -$95.3K | 0.47% | 33 |
|
|
2014
Q4 | $941K | Buy |
8,525
+292
| +4% | +$32.2K | 0.46% | 33 |
|
|
2014
Q3 | $829K | Buy |
8,233
+92
| +1% | +$9.26K | 0.4% | 40 |
|
|
2014
Q2 | $757K | Buy |
8,141
+6,828
| +520% | +$635K | 0.36% | 43 |
|
|
2014
Q1 | $705K | Buy |
1,313
+150
| +13% | +$80.5K | 0.37% | 42 |
|
|
2013
Q4 | $652K | Sell |
1,163
-30
| -3% | -$16.8K | 0.38% | 33 |
|
|
2013
Q3 | $569K | Sell |
1,193
-250
| -17% | -$119K | 0.36% | 41 |
|
|
2013
Q2 | $572K | Buy |
+1,443
| New | +$572K | 0.36% | 38 |
|