GAAM
Guinness Atkinson Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
24,696
-1,955
| -7% | -$401K | 2.66% | 19 |
|
|
2025
Q1 | $5.92M | Sell |
26,651
-1,292
| -5% | -$287K | 3.3% | 15 |
|
|
2024
Q4 | $7M | Sell |
27,943
-1,940
| -6% | -$486K | 3.57% | 11 |
|
|
2024
Q3 | $6.96M | Buy |
29,883
+51
| +0.2% | +$11.9K | 3.39% | 15 |
|
|
2024
Q2 | $6.28M | Hold |
29,832
| – | – | 3.08% | 18 |
|
|
2024
Q1 | $5.12M | Hold |
29,832
| – | – | 2.4% | 20 |
|
|
2023
Q4 | $5.74M | Sell |
29,832
-649
| -2% | -$125K | 2.94% | 18 |
|
|
2023
Q3 | $5.22M | Hold |
30,481
| – | – | 2.9% | 16 |
|
|
2023
Q2 | $5.91M | Sell |
30,481
-725
| -2% | -$141K | 3.13% | 11 |
|
|
2023
Q1 | $5.15M | Sell |
31,206
-661
| -2% | -$109K | 2.91% | 16 |
|
|
2022
Q4 | $4.14M | Sell |
31,867
-1,600
| -5% | -$208K | 2.61% | 16 |
|
|
2022
Q3 | $4.63M | Hold |
33,467
| – | – | 2.95% | 12 |
|
|
2022
Q2 | $4.58M | Sell |
33,467
-14,467
| -30% | -$1.98M | 2.67% | 17 |
|
|
2022
Q1 | $8.37M | Sell |
47,934
-962
| -2% | -$168K | 4.02% | 1 |
|
|
2021
Q4 | $8.68M | Sell |
48,896
-1,362
| -3% | -$242K | 3.79% | 5 |
|
|
2021
Q3 | $7.11M | Sell |
50,258
-5,042
| -9% | -$713K | 3.3% | 13 |
|
|
2021
Q2 | $7.57M | Buy |
+55,300
| New | +$7.57M | 3.36% | 15 |
|