GIM
Greenwich Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.98M | Hold |
14,158
| – | – | 2.73% | 11 |
|
|
2024
Q1 | $2.43M | Sell |
14,158
-24
| -0.2% | -$4.12K | 1.91% | 13 |
|
|
2023
Q4 | $2.73M | Buy |
14,182
+24
| +0.2% | +$4.62K | 2.05% | 11 |
|
|
2023
Q3 | $2.42M | Sell |
14,158
-700
| -5% | -$120K | 1.92% | 11 |
|
|
2023
Q2 | $2.88M | Buy |
14,858
+1,142
| +8% | +$222K | 2.18% | 11 |
|
|
2023
Q1 | $2.26M | Sell |
13,716
-2,277
| -14% | -$375K | 1.74% | 14 |
|
|
2022
Q4 | $2.08M | Sell |
15,993
-15
| -0.1% | -$1.95K | 1.66% | 15 |
|
|
2022
Q3 | $2.21M | Sell |
16,008
-1,160
| -7% | -$160K | 1.74% | 18 |
|
|
2022
Q2 | $2.35M | Hold |
17,168
| – | – | 1.68% | 19 |
|
|
2022
Q1 | $3M | Sell |
17,168
-1,930
| -10% | -$337K | 1.8% | 18 |
|
|
2021
Q4 | $3.39M | Buy |
+19,098
| New | +$3.39M | 2.3% | 12 |
|
|
2020
Q3 | $2.07M | Buy |
17,848
+14,886
| +503% | +$1.72M | 2.29% | 11 |
|
|
2020
Q2 | $1.08M | Sell |
2,962
-500
| -14% | -$182K | 1.37% | 24 |
|
|
2020
Q1 | $880K | Buy |
3,462
+2,554
| +281% | +$649K | 1.09% | 26 |
|
|
2019
Q4 | $267K | Hold |
908
| – | – | 0.26% | 47 |
|
|
2019
Q3 | $203K | Buy |
+908
| New | +$203K | 0.21% | 55 |
|
|
2018
Q4 | – | Sell |
-908
| Closed | -$205K | – | 63 |
|
|
2018
Q3 | $205K | Buy |
+908
| New | +$205K | 0.22% | 55 |
|
|
2017
Q3 | – | Sell |
-1,493
| Closed | -$215K | – | 51 |
|
|
2017
Q2 | $215K | Sell |
1,493
-1,415
| -49% | -$204K | 0.25% | 44 |
|
|
2017
Q1 | $417K | Buy |
+2,908
| New | +$417K | 0.46% | 35 |
|
|
2016
Q2 | – | Sell |
-2,076
| Closed | -$226K | – | 55 |
|
|
2016
Q1 | $226K | Buy |
+2,076
| New | +$226K | 0.27% | 42 |
|