GPWA
Great Point Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.12M | Sell |
18,539
-1,260
| -6% | -$280K | 0.89% | 22 |
|
|
2024
Q4 | $4.96M | Buy |
19,799
+78
| +0.4% | +$19.5K | 1.08% | 21 |
|
|
2024
Q3 | $4.6M | Buy |
19,721
+763
| +4% | +$178K | 0.98% | 22 |
|
|
2024
Q2 | $3.99M | Sell |
18,958
-141
| -0.7% | -$29.7K | 0.91% | 23 |
|
|
2024
Q1 | $3.28M | Buy |
19,099
+420
| +2% | +$72K | 0.76% | 25 |
|
|
2023
Q4 | $3.6M | Sell |
18,679
-468
| -2% | -$90.1K | 0.94% | 27 |
|
|
2023
Q3 | $3.28M | Sell |
19,147
-125
| -0.6% | -$21.4K | 0.98% | 28 |
|
|
2023
Q2 | $3.74M | Buy |
19,272
+931
| +5% | +$181K | 1.12% | 28 |
|
|
2023
Q1 | $3.02M | Sell |
18,341
-26
| -0.1% | -$4.29K | 0.96% | 29 |
|
|
2022
Q4 | $2.39M | Buy |
18,367
+11
| +0.1% | +$1.43K | 0.8% | 31 |
|
|
2022
Q3 | $2.54M | Hold |
18,356
| – | – | 0.95% | 26 |
|
|
2022
Q2 | $2.51M | Buy |
18,356
+430
| +2% | +$58.8K | 0.89% | 27 |
|
|
2022
Q1 | $3.13M | Buy |
17,926
+1,810
| +11% | +$316K | 0.98% | 20 |
|
|
2021
Q4 | $2.86M | Sell |
16,116
-463
| -3% | -$82.2K | 0.88% | 22 |
|
|
2021
Q3 | $2.35M | Sell |
16,579
-57
| -0.3% | -$8.07K | 0.81% | 23 |
|
|
2021
Q2 | $2.28M | Buy |
16,636
+3,997
| +32% | +$547K | 0.79% | 23 |
|
|
2021
Q1 | $1.54M | Buy |
12,639
+440
| +4% | +$53.8K | 0.59% | 22 |
|
|
2020
Q4 | $1.62M | Buy |
12,199
+8,467
| +227% | +$1.12M | 0.69% | 24 |
|
|
2020
Q3 | $1.36M | Hold |
3,732
| – | – | 0.7% | 22 |
|
|
2020
Q2 | $1.36M | Buy |
3,732
+12
| +0.3% | +$4.37K | 0.7% | 22 |
|
|
2020
Q1 | $945K | Sell |
3,720
-326
| -8% | -$82.8K | 0.79% | 25 |
|
|
2019
Q4 | $1.19M | Buy |
4,046
+542
| +15% | +$159K | 0.73% | 21 |
|
|
2019
Q3 | $784K | Buy |
3,504
+311
| +10% | +$69.6K | 0.53% | 21 |
|
|
2019
Q2 | $632K | Buy |
3,193
+18
| +0.6% | +$3.56K | 0.51% | 25 |
|
|
2019
Q1 | $603K | Buy |
3,175
+9
| +0.3% | +$1.71K | 0.51% | 23 |
|
|
2018
Q4 | $500K | Buy |
+3,166
| New | +$500K | 0.47% | 25 |
|