GWWM
Great Waters Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
31,097
-292
| -0.9% | -$59.9K | 0.83% | 13 |
|
|
2025
Q1 | $6.97M | Sell |
31,389
-5,886
| -16% | -$1.31M | 0.97% | 14 |
|
|
2024
Q4 | $9.33M | Buy |
37,275
+686
| +2% | +$172K | 1.2% | 13 |
|
|
2024
Q3 | $8.53M | Sell |
36,589
-2,197
| -6% | -$512K | 1.15% | 14 |
|
|
2024
Q2 | $8.17M | Buy |
38,786
+2,695
| +7% | +$568K | 1.25% | 14 |
|
|
2024
Q1 | $6.19M | Sell |
36,091
-21
| -0.1% | -$3.6K | 1.01% | 14 |
|
|
2023
Q4 | $6.65M | Buy |
36,112
+17
| +0% | +$3.13K | 1.18% | 14 |
|
|
2023
Q3 | $6.41M | Sell |
36,095
-87
| -0.2% | -$15.4K | 1.27% | 14 |
|
|
2023
Q2 | $7.02M | Sell |
36,182
-377
| -1% | -$73.1K | 1.4% | 13 |
|
|
2023
Q1 | $6.03M | Buy |
36,559
+373
| +1% | +$61.6K | 1.27% | 13 |
|
|
2022
Q4 | $5.13M | Buy |
+36,186
| New | +$5.13M | 1.11% | 13 |
|