GWA
Gratus Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36M | Buy |
35,892
+120
| +0.3% | +$24.6K | 1.12% | 19 |
|
|
2025
Q1 | $7.95M | Sell |
35,772
-328
| -0.9% | -$72.9K | 1.3% | 17 |
|
|
2024
Q4 | $9.04M | Sell |
36,100
-729
| -2% | -$183K | 1.45% | 17 |
|
|
2024
Q3 | $8.16M | Buy |
36,829
+2,767
| +8% | +$613K | 1.33% | 18 |
|
|
2024
Q2 | $7.64M | Sell |
34,062
-1,202
| -3% | -$270K | 1.32% | 18 |
|
|
2024
Q1 | $5.89M | Buy |
35,264
+2,001
| +6% | +$334K | 1.08% | 19 |
|
|
2023
Q4 | $6.4M | Buy |
+33,263
| New | +$6.4M | 1.26% | 18 |
|