Greystone Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
82,542
+63
| +0.1% | +$12.9K | 2.79% | 8 |
|
|
2025
Q1 | $18.3M | Sell |
82,479
-1,122
| -1% | -$249K | 3.33% | 5 |
|
|
2024
Q4 | $20.9M | Buy |
83,601
+954
| +1% | +$239K | 3.64% | 6 |
|
|
2024
Q3 | $19.3M | Buy |
82,647
+830
| +1% | +$193K | 3.44% | 6 |
|
|
2024
Q2 | $17.2M | Sell |
81,817
-1,467
| -2% | -$309K | 3.37% | 5 |
|
|
2024
Q1 | $14.3M | Buy |
83,284
+6,443
| +8% | +$1.1M | 2.85% | 5 |
|
|
2023
Q4 | $14.8M | Sell |
76,841
-1,647
| -2% | -$317K | 3.42% | 5 |
|
|
2023
Q3 | $13.4M | Buy |
78,488
+3,648
| +5% | +$625K | 3.35% | 5 |
|
|
2023
Q2 | $14.5M | Sell |
74,840
-9,080
| -11% | -$1.76M | 3.36% | 5 |
|
|
2023
Q1 | $13.8M | Buy |
83,920
+17,211
| +26% | +$2.84M | 3.49% | 5 |
|
|
2022
Q4 | $8.67M | Buy |
66,709
+394
| +0.6% | +$51.2K | 2.55% | 12 |
|
|
2022
Q3 | $9.17M | Sell |
66,315
-6,393
| -9% | -$884K | 3.11% | 5 |
|
|
2022
Q2 | $9.94M | Buy |
72,708
+2,010
| +3% | +$275K | 3.1% | 2 |
|
|
2022
Q1 | $12.3M | Buy |
70,698
+1,254
| +2% | +$219K | 3.12% | 5 |
|
|
2021
Q4 | $12.3M | Buy |
69,444
+10,276
| +17% | +$1.82M | 2.95% | 5 |
|
|
2021
Q3 | $8.37M | Sell |
59,168
-19,333
| -25% | -$2.74M | 2.49% | 8 |
|
|
2021
Q2 | $10.8M | Buy |
78,501
+1,081
| +1% | +$148K | 2.67% | 4 |
|
|
2021
Q1 | $9.75M | Sell |
77,420
-13,543
| -15% | -$1.71M | 2.45% | 4 |
|
|
2020
Q4 | $12.5M | Buy |
+90,963
| New | +$12.5M | 3.39% | 4 |
|