GWM
Greenwich Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Sell |
204,598
-156
| -0.1% | -$32K | 2.04% | 8 |
|
|
2025
Q1 | $45.5M | Sell |
204,754
-2,011
| -1% | -$447K | 3.44% | 5 |
|
|
2024
Q4 | $51.8M | Buy |
206,765
+236
| +0.1% | +$59.1K | 3.65% | 5 |
|
|
2024
Q3 | $48.1M | Buy |
206,529
+1,718
| +0.8% | +$400K | 3.27% | 5 |
|
|
2024
Q2 | $43.1M | Sell |
204,811
-488
| -0.2% | -$103K | 3.15% | 5 |
|
|
2024
Q1 | $35.2M | Sell |
205,299
-339
| -0.2% | -$58.1K | 2.8% | 5 |
|
|
2023
Q4 | $39.6M | Sell |
205,638
-304
| -0.1% | -$58.5K | 3.91% | 4 |
|
|
2023
Q3 | $35.3M | Sell |
205,942
-206
| -0.1% | -$35.3K | 3.73% | 4 |
|
|
2023
Q2 | $40M | Sell |
206,148
-146,541
| -42% | -$28.4M | 4.2% | 4 |
|
|
2023
Q1 | $58.2M | Sell |
352,689
-1,614
| -0.5% | -$266K | 6.34% | 3 |
|
|
2022
Q4 | $46M | Buy |
354,303
+10
| +0% | +$1.3K | 5.06% | 3 |
|
|
2022
Q3 | $49M | Buy |
354,293
+3,613
| +1% | +$499K | 5.22% | 3 |
|
|
2022
Q2 | $47.9M | Sell |
350,680
-890
| -0.3% | -$122K | 6.35% | 3 |
|
|
2022
Q1 | $61.4M | Sell |
351,570
-403
| -0.1% | -$70.4K | 6.27% | 3 |
|
|
2021
Q4 | $62.5M | Buy |
351,973
+215
| +0.1% | +$38.2K | 5.11% | 3 |
|
|
2021
Q3 | $49.8M | Buy |
351,758
+8,184
| +2% | +$1.16M | 4.14% | 3 |
|
|
2021
Q2 | $47.1M | Sell |
343,574
-10,638
| -3% | -$1.46M | 4.02% | 3 |
|
|
2021
Q1 | $43.3M | Buy |
354,212
+199,060
| +128% | +$24.3M | 3.46% | 3 |
|
|
2020
Q4 | $20.6M | Buy |
155,152
+458
| +0.3% | +$60.8K | 1.79% | 6 |
|
|
2020
Q3 | $17.9M | Buy |
154,694
+115,596
| +296% | +$13.4M | 3.21% | 7 |
|
|
2020
Q2 | $14.3M | Sell |
39,098
-11,746
| -23% | -$4.28M | 2.73% | 7 |
|
|
2020
Q1 | $12.9M | Buy |
50,844
+224
| +0.4% | +$57K | 2.76% | 7 |
|
|
2019
Q4 | $14.9M | Sell |
50,620
-17,614
| -26% | -$5.17M | 2.99% | 7 |
|
|
2019
Q3 | $15.3M | Buy |
68,234
+116
| +0.2% | +$26K | 2.98% | 8 |
|
|
2019
Q2 | $13.5M | Buy |
68,118
+192
| +0.3% | +$38K | 2.32% | 8 |
|
|
2019
Q1 | $12.9M | Sell |
67,926
-1,540
| -2% | -$293K | 2.28% | 8 |
|
|
2018
Q4 | $11M | Buy |
69,466
+94
| +0.1% | +$14.8K | 2.18% | 9 |
|
|
2018
Q3 | $15.7M | Sell |
69,372
-118
| -0.2% | -$26.6K | 2.73% | 7 |
|
|
2018
Q2 | $12.9M | Buy |
69,490
+4,055
| +6% | +$751K | 2.28% | 8 |
|
|
2018
Q1 | $11M | Buy |
65,435
+399
| +0.6% | +$66.9K | 1.73% | 10 |
|
|
2017
Q4 | $11M | Sell |
65,036
-27
| -0% | -$4.57K | 1.84% | 9 |
|
|
2017
Q3 | $10M | Sell |
65,063
-5,642
| -8% | -$870K | 1.73% | 10 |
|
|
2017
Q2 | $10.2M | Sell |
70,705
-247
| -0.3% | -$35.6K | 1.7% | 10 |
|
|
2017
Q1 | $10.2M | Sell |
70,952
-820
| -1% | -$118K | 1.36% | 12 |
|
|
2016
Q4 | $8.31M | Buy |
71,772
+4,918
| +7% | +$570K | 1.05% | 12 |
|
|
2016
Q3 | $7.56M | Sell |
66,854
-577
| -0.9% | -$65.2K | 1.34% | 12 |
|
|
2016
Q2 | $6.45M | Sell |
67,431
-788
| -1% | -$75.3K | 1.56% | 12 |
|
|
2016
Q1 | $7.44M | Sell |
68,219
-18,234
| -21% | -$1.99M | 1.92% | 10 |
|
|
2015
Q4 | $9.1M | Sell |
86,453
-1,090
| -1% | -$115K | 2.23% | 11 |
|
|
2015
Q3 | $9.66M | Sell |
87,543
-86,089
| -50% | -$9.5M | 2.34% | 9 |
|
|
2015
Q2 | $21.8M | Hold |
173,632
| – | – | 2.78% | 3 |
|
|
2015
Q1 | $21.6M | Buy |
173,632
+1,000
| +0.6% | +$124K | 2.45% | 5 |
|
|
2014
Q4 | $19.1M | Sell |
172,632
-70
| -0% | -$7.73K | 1.26% | 13 |
|
|
2014
Q3 | $17.4M | Buy |
172,702
+10
| +0% | +$1.01K | 1.17% | 14 |
|
|
2014
Q2 | $16M | Buy |
172,692
+147,428
| +584% | +$13.7M | 1.06% | 17 |
|
|
2014
Q1 | $13.6M | Sell |
25,264
-89
| -0.4% | -$47.8K | 0.94% | 22 |
|
|
2013
Q4 | $14.2M | Sell |
25,353
-62
| -0.2% | -$34.8K | 1.44% | 20 |
|
|
2013
Q3 | $12.1M | Buy |
25,415
+24
| +0.1% | +$11.4K | 0.87% | 25 |
|
|
2013
Q2 | $10.1M | Buy |
+25,391
| New | +$10.1M | 0.74% | 36 |
|