GCA
Greenwood Capital Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Buy |
148,020
+9,819
| +7% | +$2.01M | 3.78% | 3 |
|
|
2025
Q1 | $30.7M | Sell |
138,201
-7,197
| -5% | -$1.6M | 4.14% | 1 |
|
|
2024
Q4 | $36.4M | Sell |
145,398
-1,645
| -1% | -$412K | 4.75% | 1 |
|
|
2024
Q3 | $34.3M | Sell |
147,043
-3,319
| -2% | -$773K | 4.46% | 1 |
|
|
2024
Q2 | $31.7M | Sell |
150,362
-927
| -0.6% | -$195K | 4.16% | 1 |
|
|
2024
Q1 | $25.9M | Sell |
151,289
-6,467
| -4% | -$1.11M | 3.45% | 2 |
|
|
2023
Q4 | $30.4M | Buy |
157,756
+3,367
| +2% | +$648K | 3.94% | 1 |
|
|
2023
Q3 | $26.4M | Buy |
154,389
+495
| +0.3% | +$84.7K | 3.84% | 1 |
|
|
2023
Q2 | $29.9M | Sell |
153,894
-1,493
| -1% | -$290K | 4.19% | 1 |
|
|
2023
Q1 | $25.6M | Buy |
+155,387
| New | +$25.6M | 3.68% | 1 |
|
|
2019
Q1 | – | Sell |
-37,925
| Closed | -$5.98M | – | 167 |
|
|
2018
Q4 | $5.98M | Buy |
37,925
+2,027
| +6% | +$320K | 1.57% | 21 |
|
|
2018
Q3 | $8.1M | Sell |
35,898
-501
| -1% | -$113K | 1.77% | 14 |
|
|
2018
Q2 | $6.74M | Sell |
36,399
-367
| -1% | -$67.9K | 1.55% | 22 |
|
|
2018
Q1 | $6.17M | Sell |
36,766
-18,335
| -33% | -$3.08M | 1.5% | 17 |
|
|
2017
Q4 | $9.33M | Sell |
55,101
-1,372
| -2% | -$232K | 2.17% | 3 |
|
|
2017
Q3 | $8.7M | Sell |
56,473
-2,320
| -4% | -$358K | 2.16% | 4 |
|
|
2017
Q2 | $8.47M | Sell |
58,793
-4,157
| -7% | -$599K | 2.2% | 3 |
|
|
2017
Q1 | $9.04M | Sell |
62,950
-12,943
| -17% | -$1.86M | 2.37% | 3 |
|
|
2016
Q4 | $8.79M | Sell |
75,893
-171
| -0.2% | -$19.8K | 2.48% | 2 |
|
|
2016
Q3 | $8.6M | Sell |
76,064
-12,832
| -14% | -$1.45M | 2.61% | 3 |
|
|
2016
Q2 | $8.5M | Sell |
88,896
-1,345
| -1% | -$129K | 2.61% | 2 |
|
|
2016
Q1 | $9.84M | Sell |
90,241
-3,707
| -4% | -$404K | 3.1% | 1 |
|
|
2015
Q4 | $9.89M | Sell |
93,948
-437
| -0.5% | -$46K | 3.19% | 2 |
|
|
2015
Q3 | $10.4M | Sell |
94,385
-2,908
| -3% | -$321K | 3.69% | 1 |
|
|
2015
Q2 | $12.2M | Sell |
97,293
-5,130
| -5% | -$643K | 3.69% | 1 |
|
|
2015
Q1 | $12.7M | Sell |
102,423
-6,369
| -6% | -$792K | 3.65% | 2 |
|
|
2014
Q4 | $12M | Sell |
108,792
-2,654
| -2% | -$293K | 3.48% | 2 |
|
|
2014
Q3 | $11.2M | Sell |
111,446
-649
| -0.6% | -$65.4K | 3.45% | 2 |
|
|
2014
Q2 | $10.4M | Buy |
112,095
+96,995
| +642% | +$9.01M | 3.23% | 2 |
|
|
2014
Q1 | $8.11M | Sell |
15,100
-1,304
| -8% | -$700K | 2.6% | 3 |
|
|
2013
Q4 | $9.2M | Sell |
16,404
-86
| -0.5% | -$48.2K | 2.86% | 2 |
|
|
2013
Q3 | $7.86M | Sell |
16,490
-1,827
| -10% | -$871K | 2.77% | 2 |
|
|
2013
Q2 | $7.26M | Buy |
+18,317
| New | +$7.26M | 3.15% | 2 |
|