Great Valley Advisor Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.5M | Sell |
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|
2025
Q1 | $97.2M | Sell |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $105M | Sell |
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|
2024
Q2 | $95.2M | Buy |
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|
2024
Q1 | $75.1M | Sell |
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|
2023
Q4 | $84.9M | Buy |
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|
2023
Q3 | $73M | Buy |
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|
2023
Q2 | $81.5M | Sell |
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|
2023
Q1 | $69.7M | Sell |
|
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|
2022
Q4 | $55.3M | Sell |
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|
2022
Q3 | $61.4M | Sell |
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|
2022
Q2 | $63.9M | Buy |
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|
2022
Q1 | $48.8M | Buy |
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|
2021
Q4 | $46.6M | Buy |
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|
2021
Q3 | $38M | Buy |
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|
2021
Q2 | $34M | Buy |
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|
2021
Q1 | $29.3M | Sell |
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|
2020
Q4 | $31.9M | Buy |
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|
2020
Q3 | $27.5M | Buy |
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|
2020
Q2 | $20.1M | Buy |
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|
2020
Q1 | $13M | Sell |
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|
2019
Q4 | $15.7M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $9.11M | Buy |
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|
2019
Q1 | $6.95M | Buy |
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|
2018
Q4 | $5.42M | Buy |
|