GFWA
Grey Fox Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
29,840
+1,439
| +5% | +$295K | 1.46% | 13 |
|
|
2025
Q1 | $6.31M | Buy |
28,401
+485
| +2% | +$108K | 1.68% | 12 |
|
|
2024
Q4 | $6.99M | Sell |
27,916
-166
| -0.6% | -$41.6K | 1.92% | 9 |
|
|
2024
Q3 | $6.54M | Buy |
28,082
+1,637
| +6% | +$381K | 1.82% | 11 |
|
|
2024
Q2 | $5.57M | Sell |
26,445
-36
| -0.1% | -$7.58K | 1.96% | 9 |
|
|
2024
Q1 | $4.54M | Sell |
26,481
-438
| -2% | -$75.1K | 1.71% | 10 |
|
|
2023
Q4 | $5.18M | Buy |
26,919
+1,282
| +5% | +$247K | 2.25% | 9 |
|
|
2023
Q3 | $4.39M | Buy |
25,637
+9
| +0% | +$1.54K | 2.2% | 10 |
|
|
2023
Q2 | $4.97M | Sell |
25,628
-531
| -2% | -$103K | 2.56% | 10 |
|
|
2023
Q1 | $4.31M | Buy |
26,159
+2,462
| +10% | +$406K | 2.55% | 9 |
|
|
2022
Q4 | $3.08M | Buy |
+23,697
| New | +$3.08M | 2.03% | 12 |
|