GSWM
Greenup Street Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
8,553
-850
| -9% | -$174K | 0.31% | 52 |
|
|
2025
Q1 | $2.09M | Sell |
9,403
-19,633
| -68% | -$4.36M | 0.41% | 47 |
|
|
2024
Q4 | $7.27M | Buy |
29,036
+282
| +1% | +$70.6K | 1.44% | 19 |
|
|
2024
Q3 | $6.7M | Buy |
28,754
+2,693
| +10% | +$627K | 1.38% | 16 |
|
|
2024
Q2 | $5.49M | Buy |
26,061
+12,362
| +90% | +$2.6M | 1.29% | 16 |
|
|
2024
Q1 | $2.35M | Sell |
13,699
-9,696
| -41% | -$1.66M | 0.59% | 38 |
|
|
2023
Q4 | $4.5M | Buy |
23,395
+19,692
| +532% | +$3.79M | 1.25% | 19 |
|
|
2023
Q3 | $634K | Buy |
3,703
+500
| +16% | +$85.6K | 0.21% | 59 |
|
|
2023
Q2 | $621K | Sell |
3,203
-297
| -8% | -$57.6K | 0.17% | 72 |
|
|
2023
Q1 | $577K | Sell |
3,500
-14,691
| -81% | -$2.42M | 0.2% | 58 |
|
|
2022
Q4 | $2.36M | Buy |
18,191
+273
| +2% | +$35.5K | 0.99% | 28 |
|
|
2022
Q3 | $2.48M | Buy |
17,918
+236
| +1% | +$32.6K | 1.12% | 24 |
|
|
2022
Q2 | $2.42M | Buy |
17,682
+1,529
| +9% | +$209K | 1.14% | 26 |
|
|
2022
Q1 | $2.82M | Sell |
16,153
-5,321
| -25% | -$929K | 1.56% | 22 |
|
|
2021
Q4 | $3.81M | Buy |
+21,474
| New | +$3.81M | 2.24% | 10 |
|