Gray Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.4M | Sell |
41,565
-198
| -0.5% | -$49.6K | 3.95% | 5 |
|
|
2024
Q3 | $9.73M | Buy |
41,763
+445
| +1% | +$104K | 3.84% | 5 |
|
|
2024
Q2 | $8.7M | Sell |
41,318
-32
| -0.1% | -$6.74K | 3.75% | 5 |
|
|
2024
Q1 | $7.09M | Buy |
41,350
+575
| +1% | +$98.6K | 3.17% | 8 |
|
|
2023
Q4 | $7.85M | Sell |
40,775
-1,055
| -3% | -$203K | 3.82% | 6 |
|
|
2023
Q3 | $7.16M | Buy |
41,830
+1,234
| +3% | +$211K | 3.67% | 7 |
|
|
2023
Q2 | $7.87M | Sell |
40,596
-1,854
| -4% | -$360K | 3.96% | 5 |
|
|
2023
Q1 | $7M | Buy |
42,450
+912
| +2% | +$150K | 3.82% | 5 |
|
|
2022
Q4 | $5.4M | Buy |
41,538
+1,875
| +5% | +$244K | 3.13% | 8 |
|
|
2022
Q3 | $5.48M | Buy |
39,663
+299
| +0.8% | +$41.3K | 3.5% | 8 |
|
|
2022
Q2 | $5.38M | Sell |
39,364
-76
| -0.2% | -$10.4K | 3.26% | 9 |
|
|
2022
Q1 | $6.89M | Sell |
39,440
-422
| -1% | -$73.7K | 3.55% | 7 |
|
|
2021
Q4 | $7.08M | Buy |
39,862
+1,106
| +3% | +$196K | 3.52% | 7 |
|
|
2021
Q3 | $5.48M | Buy |
38,756
+919
| +2% | +$130K | 3.07% | 9 |
|
|
2021
Q2 | $5.18M | Buy |
37,837
+162
| +0.4% | +$22.2K | 2.98% | 9 |
|
|
2021
Q1 | $4.6M | Buy |
37,675
+1,055
| +3% | +$129K | 2.92% | 9 |
|
|
2020
Q4 | $4.86M | Sell |
36,620
-446
| -1% | -$59.2K | 3.32% | 9 |
|
|
2020
Q3 | $4.29M | Buy |
37,066
+990
| +3% | +$115K | 3.36% | 9 |
|
|
2020
Q2 | $3.29M | Buy |
36,076
+512
| +1% | +$46.7K | 2.84% | 9 |
|
|
2020
Q1 | $2.26M | Buy |
+35,564
| New | +$2.26M | 2.48% | 11 |
|