GCA
Gradient Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
73,967
-2,380
| -3% | -$488K | 4.48% | 2 |
|
|
2025
Q1 | $17M | Sell |
76,347
-3,209
| -4% | -$713K | 5.53% | 2 |
|
|
2024
Q4 | $19.9M | Sell |
79,556
-1,891
| -2% | -$474K | 6.42% | 2 |
|
|
2024
Q3 | $19M | Sell |
81,447
-3,925
| -5% | -$915K | 6.28% | 2 |
|
|
2024
Q2 | $18M | Sell |
85,372
-3,349
| -4% | -$705K | 6.43% | 2 |
|
|
2024
Q1 | $15.2M | Sell |
88,721
-5,849
| -6% | -$1M | 5.59% | 2 |
|
|
2023
Q4 | $18.2M | Sell |
94,570
-4,018
| -4% | -$774K | 6.93% | 2 |
|
|
2023
Q3 | $16.9M | Sell |
98,588
-3,693
| -4% | -$632K | 7.06% | 2 |
|
|
2023
Q2 | $19.8M | Sell |
102,281
-1,095
| -1% | -$212K | 7.96% | 2 |
|
|
2023
Q1 | $17M | Sell |
103,376
-1,308
| -1% | -$216K | 7.25% | 2 |
|
|
2022
Q4 | $13.6M | Sell |
104,684
-1,550
| -1% | -$201K | 6.18% | 2 |
|
|
2022
Q3 | $14.7M | Buy |
106,234
+4,338
| +4% | +$599K | 7.01% | 2 |
|
|
2022
Q2 | $13.9M | Buy |
101,896
+256
| +0.3% | +$35K | 6.68% | 2 |
|
|
2022
Q1 | $17.7M | Sell |
101,640
-316
| -0.3% | -$55.2K | 7.52% | 2 |
|
|
2021
Q4 | $18.1M | Buy |
101,956
+107
| +0.1% | +$19K | 7.54% | 2 |
|
|
2021
Q3 | $14.4M | Buy |
101,849
+2,352
| +2% | +$333K | 6.61% | 2 |
|
|
2021
Q2 | $13.6M | Buy |
99,497
+884
| +0.9% | +$121K | 6.39% | 2 |
|
|
2021
Q1 | $12M | Buy |
98,613
+333
| +0.3% | +$40.7K | 6.38% | 3 |
|
|
2020
Q4 | $13M | Sell |
98,280
-6,333
| -6% | -$840K | 7.44% | 2 |
|
|
2020
Q3 | $12.1M | Buy |
104,613
+79,448
| +316% | +$9.2M | 7.56% | 2 |
|
|
2020
Q2 | $9.18M | Buy |
25,165
+38
| +0.2% | +$13.9K | 6.21% | 2 |
|
|
2020
Q1 | $6.39M | Sell |
25,127
-231
| -0.9% | -$58.7K | 5.16% | 3 |
|
|
2019
Q4 | $7.45M | Buy |
25,358
+1,441
| +6% | +$423K | 5.18% | 4 |
|
|
2019
Q3 | $5.36M | Sell |
23,917
-2,342
| -9% | -$525K | 4% | 5 |
|
|
2019
Q2 | $5.2M | Buy |
26,259
+669
| +3% | +$132K | 3.99% | 6 |
|
|
2019
Q1 | $4.86M | Buy |
25,590
+302
| +1% | +$57.4K | 3.88% | 7 |
|
|
2018
Q4 | $3.99M | Buy |
25,288
+69
| +0.3% | +$10.9K | 3.45% | 7 |
|
|
2018
Q3 | $5.69M | Buy |
25,219
+388
| +2% | +$87.6K | 4.8% | 6 |
|
|
2018
Q2 | $4.6M | Buy |
24,831
+1,239
| +5% | +$229K | 4.27% | 5 |
|
|
2018
Q1 | $3.96M | Buy |
23,592
+343
| +1% | +$57.5K | 3.95% | 6 |
|
|
2017
Q4 | $3.94M | Buy |
+23,249
| New | +$3.94M | 4.03% | 5 |
|