GW & Wade’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $142M | Buy |
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|
2023
Q3 | $125M | Sell |
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|
2023
Q2 | $141M | Sell |
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|
2023
Q1 | $122M | Buy |
|
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|
2022
Q4 | $94.3M | Buy |
|
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|
2022
Q3 | $100M | Sell |
|
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|
2022
Q2 | $99.1M | Sell |
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|
2022
Q1 | $129M | Sell |
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|
2021
Q4 | $131M | Buy |
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|
2021
Q3 | $102M | Sell |
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|
2021
Q2 | $101M | Buy |
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|
2021
Q1 | $90M | Buy |
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|
2020
Q4 | $92.6M | Buy |
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|
2020
Q3 | $74M | Sell |
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|
2020
Q2 | $60.7M | Sell |
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|
2020
Q1 | $43.8M | Sell |
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|
2019
Q4 | $53.1M | Buy |
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|
2019
Q3 | $39.8M | Sell |
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|
2019
Q2 | $35.6M | Sell |
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|
2019
Q1 | $34.4M | Sell |
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|
2018
Q4 | $33.2M | Buy |
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|
2018
Q3 | $45.2M | Buy |
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|
2018
Q2 | $36.9M | Sell |
|
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|
2018
Q1 | $33.9M | Buy |
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|
2017
Q4 | $33.5M | Buy |
|
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|
2017
Q3 | $29.9M | Buy |
|
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|
2017
Q2 | $27.7M | Buy |
|
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|
2017
Q1 | $27.5M | Buy |
|
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|
2016
Q4 | $17.1M | Sell |
|
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|
2016
Q3 | $16.8M | Sell |
|
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|
2016
Q2 | $15.8M | Buy |
|
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|
2016
Q1 | $16.4M | Buy |
|
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|
2015
Q4 | $15.2M | Buy |
|
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|
2015
Q3 | $15.9M | Buy |
|
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|
2015
Q2 | $16.7M | Buy |
|
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|
2015
Q1 | $16.5M | Buy |
|
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|
2014
Q4 | $8.7M | Sell |
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|
2014
Q3 | $8.01M | Buy |
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|
2014
Q2 | $5.53M | Buy |
|