GWM
GSB Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Sell |
44,966
-1,701
| -4% | -$349K | 2.26% | 4 |
|
|
2025
Q1 | $10.4M | Buy |
46,667
+200
| +0.4% | +$44.4K | 2.72% | 3 |
|
|
2024
Q4 | $11.6M | Sell |
46,467
-339
| -0.7% | -$84.9K | 3.01% | 3 |
|
|
2024
Q3 | $10.9M | Sell |
46,806
-142
| -0.3% | -$33.1K | 2.79% | 4 |
|
|
2024
Q2 | $9.89M | Buy |
46,948
+1,215
| +3% | +$256K | 2.7% | 4 |
|
|
2024
Q1 | $7.84M | Buy |
45,733
+302
| +0.7% | +$51.8K | 2.21% | 4 |
|
|
2023
Q4 | $8.75M | Buy |
45,431
+379
| +0.8% | +$73K | 2.69% | 4 |
|
|
2023
Q3 | $7.71M | Buy |
45,052
+242
| +0.5% | +$41.4K | 2.58% | 4 |
|
|
2023
Q2 | $8.69M | Buy |
44,810
+1,579
| +4% | +$306K | 2.83% | 3 |
|
|
2023
Q1 | $7.13M | Sell |
43,231
-189
| -0.4% | -$31.2K | 2.33% | 4 |
|
|
2022
Q4 | $5.64M | Buy |
43,420
+202
| +0.5% | +$26.2K | 2.01% | 3 |
|
|
2022
Q3 | $5.97M | Sell |
43,218
-1,324
| -3% | -$183K | 2.17% | 4 |
|
|
2022
Q2 | $6.09M | Sell |
44,542
-53
| -0.1% | -$7.25K | 2.08% | 3 |
|
|
2022
Q1 | $7.79M | Buy |
44,595
+543
| +1% | +$94.8K | 2.27% | 3 |
|
|
2021
Q4 | $7.82M | Buy |
44,052
+12,708
| +41% | +$2.26M | 2.25% | 5 |
|
|
2021
Q3 | $4.44M | Sell |
31,344
-14,475
| -32% | -$2.05M | 2.28% | 6 |
|
|
2021
Q2 | $6.28M | Sell |
45,819
-6,020
| -12% | -$824K | 1.95% | 5 |
|
|
2021
Q1 | $6.33M | Buy |
51,839
+18,956
| +58% | +$2.32M | 2.11% | 5 |
|
|
2020
Q4 | $4.36M | Buy |
32,883
+5
| +0% | +$663 | 19.56% | 1 |
|
|
2020
Q3 | $3.81M | Buy |
32,878
+24,660
| +300% | +$2.86M | 17.38% | 1 |
|
|
2020
Q2 | $3M | Buy |
8,218
+1,863
| +29% | +$680K | 16.73% | 1 |
|
|
2020
Q1 | $1.62M | Sell |
6,355
-707
| -10% | -$180K | 11.8% | 1 |
|
|
2019
Q4 | $2.07M | Buy |
7,062
+1,507
| +27% | +$443K | 8.53% | 1 |
|
|
2019
Q3 | $1.24M | Buy |
5,555
+1,050
| +23% | +$235K | 6.05% | 2 |
|
|
2019
Q2 | $892K | Hold |
4,505
| – | – | 4.66% | 3 |
|
|
2019
Q1 | $856K | Hold |
4,505
| – | – | 3.67% | 6 |
|
|
2018
Q4 | $711K | Hold |
4,505
| – | – | 3.75% | 5 |
|
|
2018
Q3 | $1.02M | Hold |
4,505
| – | – | 4.19% | 4 |
|
|
2018
Q2 | $834K | Sell |
4,505
-40
| -0.9% | -$7.41K | 3.95% | 4 |
|
|
2018
Q1 | $763K | Hold |
4,545
| – | – | 3.68% | 7 |
|
|
2017
Q4 | $769K | Hold |
4,545
| – | – | 3.46% | 7 |
|
|
2017
Q3 | $701K | Hold |
4,545
| – | – | 3.32% | 9 |
|
|
2017
Q2 | $655K | Hold |
4,545
| – | – | 2.96% | 9 |
|
|
2017
Q1 | $653K | Sell |
4,545
-130
| -3% | -$18.7K | 2.77% | 9 |
|
|
2016
Q4 | $541K | Buy |
+4,675
| New | +$541K | 2.12% | 12 |
|