GBWM
Granite Bay Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37,018
| Closed | -$8.22M | – | 70 |
|
|
2025
Q1 | $8.22M | Buy |
37,018
+415
| +1% | +$92.2K | 2.86% | 10 |
|
|
2024
Q4 | $9.17M | Buy |
36,603
+310
| +0.9% | +$77.6K | 3.4% | 11 |
|
|
2024
Q3 | $8.46M | Buy |
+36,293
| New | +$8.46M | 4.74% | 7 |
|
|
2024
Q2 | – | Sell |
-32,654
| Closed | -$5.6M | – | 67 |
|
|
2024
Q1 | $5.6M | Sell |
32,654
-2,425,195
| -99% | -$416M | 3.18% | 12 |
|
|
2023
Q4 | $454M | Sell |
2,457,849
-56,939
| -2% | -$10.5M | 4.06% | 6 |
|
|
2023
Q3 | $461M | Buy |
+2,514,788
| New | +$461M | 4.52% | 4 |
|
|
2023
Q2 | – | Sell |
-43,450
| Closed | -$7.17M | – | 44 |
|
|
2023
Q1 | $7.17M | Buy |
43,450
+5,453
| +14% | +$899K | 5.01% | 5 |
|
|
2022
Q4 | $4.94M | Buy |
37,997
+543
| +1% | +$70.6K | 3.22% | 7 |
|
|
2022
Q3 | $5.18M | Sell |
37,454
-1,439
| -4% | -$199K | 4.16% | 7 |
|
|
2022
Q2 | $5.32M | Buy |
38,893
+3,455
| +10% | +$472K | 4.12% | 7 |
|
|
2022
Q1 | $6.19M | Buy |
35,438
+861
| +2% | +$150K | 5.01% | 5 |
|
|
2021
Q4 | $6.14M | Buy |
+34,577
| New | +$6.14M | 6.07% | 4 |
|