GWM
Gupta Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $16.4M | Buy |
150,072
+11,235
| +8% | +$1.22M | 3.83% | 3 |
|
|
2015
Q4 | $14.6M | Buy |
138,837
+3,161
| +2% | +$333K | 3.71% | 3 |
|
|
2015
Q3 | $15M | Buy |
135,676
+11,323
| +9% | +$1.25M | 3.65% | 2 |
|
|
2015
Q2 | $15.6M | Buy |
124,353
+14,999
| +14% | +$1.88M | 3.83% | 2 |
|
|
2015
Q1 | $13.6M | Buy |
+109,354
| New | +$13.6M | 4% | 1 |
|