Great Lakes Retirement’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
95,148
+6,937
| +8% | +$1.42M | 2.31% | 10 |
|
|
2025
Q1 | $19.6M | Buy |
88,211
+2,953
| +3% | +$656K | 2.57% | 6 |
|
|
2024
Q4 | $21.4M | Sell |
85,258
-987
| -1% | -$247K | 2.76% | 7 |
|
|
2024
Q3 | $20.1M | Buy |
86,245
+2,575
| +3% | +$600K | 2.58% | 7 |
|
|
2024
Q2 | $17.6M | Buy |
83,670
+6,486
| +8% | +$1.37M | 2.42% | 9 |
|
|
2024
Q1 | $13.2M | Sell |
77,184
-10,220
| -12% | -$1.75M | 1.96% | 12 |
|
|
2023
Q4 | $16.8M | Buy |
87,404
+3,716
| +4% | +$715K | 2.77% | 6 |
|
|
2023
Q3 | $14.3M | Buy |
83,688
+4,418
| +6% | +$756K | 2.58% | 9 |
|
|
2023
Q2 | $15.4M | Buy |
79,270
+1,573
| +2% | +$305K | 2.72% | 8 |
|
|
2023
Q1 | $12.8M | Buy |
77,697
+3,674
| +5% | +$606K | 2.41% | 9 |
|
|
2022
Q4 | $9.62M | Buy |
+74,023
| New | +$9.62M | 2.46% | 9 |
|
|
2020
Q1 | $5.1M | Buy |
79,608
+228
| +0.3% | +$14.6K | 2.33% | 9 |
|
|
2019
Q4 | $5.83M | Buy |
+79,380
| New | +$5.83M | 1.79% | 8 |
|