Gray Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
12,434
+1,262
| +11% | +$259K | 1.37% | 11 |
|
|
2025
Q1 | $2.48M | Sell |
11,172
-676
| -6% | -$150K | 1.49% | 11 |
|
|
2024
Q4 | $2.97M | Sell |
11,848
-189
| -2% | -$47.3K | 1.77% | 10 |
|
|
2024
Q3 | $2.8M | Sell |
12,037
-201
| -2% | -$46.8K | 1.68% | 11 |
|
|
2024
Q2 | $2.58M | Sell |
12,238
-492
| -4% | -$104K | 1.65% | 11 |
|
|
2024
Q1 | $2.18M | Buy |
+12,730
| New | +$2.18M | 1.44% | 11 |
|