GWM
Graybill Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
67,328
+1,865
| +3% | +$383K | 4.51% | 1 |
|
|
2025
Q1 | $14.5M | Buy |
+65,463
| New | +$14.5M | 4.99% | 1 |
|
|
2024
Q3 | $14.5M | Buy |
62,132
+120
| +0.2% | +$28K | 5.37% | 1 |
|
|
2024
Q2 | $13.1M | Sell |
62,012
-1,105
| -2% | -$233K | 5.3% | 1 |
|
|
2024
Q1 | $10.8M | Sell |
63,117
-535
| -0.8% | -$91.7K | 4.56% | 1 |
|
|
2023
Q4 | $12.3M | Sell |
63,652
-2,693
| -4% | -$518K | 5.43% | 1 |
|
|
2023
Q3 | $11.4M | Sell |
66,345
-19
| -0% | -$3.25K | 5.54% | 1 |
|
|
2023
Q2 | $12.9M | Sell |
66,364
-1,022
| -2% | -$198K | 6.11% | 1 |
|
|
2023
Q1 | $11.1M | Sell |
67,386
-385
| -0.6% | -$63.5K | 5.66% | 1 |
|
|
2022
Q4 | $8.81M | Buy |
67,771
+602
| +0.9% | +$78.2K | 4.77% | 1 |
|
|
2022
Q3 | $9.28M | Sell |
67,169
-6,720
| -9% | -$929K | 5.51% | 1 |
|
|
2022
Q2 | $10.1M | Sell |
73,889
-1,369
| -2% | -$187K | 5.59% | 1 |
|
|
2022
Q1 | $13.1M | Sell |
75,258
-7,133
| -9% | -$1.25M | 6.41% | 1 |
|
|
2021
Q4 | $14.6M | Buy |
82,391
+465
| +0.6% | +$82.6K | 6.63% | 1 |
|
|
2021
Q3 | $11.6M | Buy |
81,926
+1,281
| +2% | +$181K | 5.71% | 1 |
|
|
2021
Q2 | $11M | Sell |
80,645
-573
| -0.7% | -$78.5K | 5.45% | 1 |
|
|
2021
Q1 | $9.92M | Sell |
81,218
-15,272
| -16% | -$1.87M | 5.26% | 1 |
|
|
2020
Q4 | $12.8M | Buy |
96,490
+412
| +0.4% | +$54.7K | 7.22% | 1 |
|
|
2020
Q3 | $11.1M | Buy |
96,078
+72,134
| +301% | +$8.35M | 7.25% | 1 |
|
|
2020
Q2 | $8.74M | Sell |
23,944
-268
| -1% | -$97.8K | 6.43% | 1 |
|
|
2020
Q1 | $6.16M | Sell |
24,212
-5,169
| -18% | -$1.31M | 5.44% | 1 |
|
|
2019
Q4 | $8.63M | Sell |
29,381
-566
| -2% | -$166K | 5.38% | 1 |
|
|
2019
Q3 | $6.71M | Sell |
29,947
-445
| -1% | -$99.7K | 4.54% | 2 |
|
|
2019
Q2 | $6.02M | Sell |
30,392
-36
| -0.1% | -$7.13K | 4.13% | 2 |
|
|
2019
Q1 | $5.78M | Buy |
30,428
+117
| +0.4% | +$22.2K | 4.04% | 1 |
|
|
2018
Q4 | $4.78M | Buy |
30,311
+1,999
| +7% | +$315K | 3.98% | 1 |
|
|
2018
Q3 | $6.39M | Sell |
28,312
-419
| -1% | -$94.6K | 4.63% | 1 |
|
|
2018
Q2 | $5.32M | Sell |
28,731
-762
| -3% | -$141K | 4.08% | 1 |
|
|
2018
Q1 | $4.95M | Sell |
29,493
-2,266
| -7% | -$380K | 3.77% | 2 |
|
|
2017
Q4 | $5.38M | Sell |
31,759
-4,260
| -12% | -$721K | 3.87% | 1 |
|
|
2017
Q3 | $5.55M | Buy |
36,019
+200
| +0.6% | +$30.8K | 4.11% | 1 |
|
|
2017
Q2 | $5.16M | Buy |
35,819
+331
| +0.9% | +$47.7K | 4.08% | 1 |
|
|
2017
Q1 | $5.1M | Buy |
35,488
+618
| +2% | +$88.8K | 4.04% | 1 |
|
|
2016
Q4 | $4.04M | Buy |
34,870
+960
| +3% | +$111K | 3.45% | 4 |
|
|
2016
Q3 | $3.83M | Sell |
33,910
-56
| -0.2% | -$6.33K | 3.56% | 2 |
|
|
2016
Q2 | $3.25M | Sell |
33,966
-775
| -2% | -$74.1K | 3% | 7 |
|
|
2016
Q1 | $3.79M | Buy |
34,741
+444
| +1% | +$48.4K | 3.42% | 2 |
|
|
2015
Q4 | $3.61M | Sell |
34,297
-970
| -3% | -$102K | 3.12% | 3 |
|
|
2015
Q3 | $3.89M | Buy |
35,267
+624
| +2% | +$68.8K | 3.19% | 2 |
|
|
2015
Q2 | $4.35M | Sell |
34,643
-379
| -1% | -$47.5K | 3.22% | 3 |
|
|
2015
Q1 | $4.36M | Buy |
35,022
+405
| +1% | +$50.4K | 3.27% | 1 |
|
|
2014
Q4 | $3.82M | Sell |
34,617
-19,493
| -36% | -$2.15M | 2.9% | 1 |
|
|
2014
Q3 | $5.45M | Buy |
54,110
+109
| +0.2% | +$11K | 4.18% | 1 |
|
|
2014
Q2 | $5.02M | Buy |
54,001
+46,255
| +597% | +$4.3M | 3.88% | 1 |
|
|
2014
Q1 | $4.16M | Sell |
7,746
-229
| -3% | -$123K | 3.42% | 2 |
|
|
2013
Q4 | $4.47M | Sell |
7,975
-154
| -2% | -$86.4K | 3.91% | 1 |
|
|
2013
Q3 | $3.88M | Buy |
8,129
+1,483
| +22% | +$707K | 3.31% | 2 |
|
|
2013
Q2 | $2.64M | Buy |
+6,646
| New | +$2.64M | 2.37% | 11 |
|