GYL Financial Synergies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $50.5M | Sell |
216,537
-7,519
| -3% | -$1.75M | 3.79% | 4 |
|
|
2024
Q2 | $47.2M | Buy |
224,056
+5,834
| +3% | +$1.23M | 3.64% | 4 |
|
|
2024
Q1 | $37.4M | Buy |
218,222
+8,155
| +4% | +$1.4M | 2.93% | 4 |
|
|
2023
Q4 | $40.4M | Sell |
210,067
-3,282
| -2% | -$632K | 3.35% | 4 |
|
|
2023
Q3 | $36.5M | Buy |
213,349
+4,089
| +2% | +$700K | 3.55% | 4 |
|
|
2023
Q2 | $40.6M | Buy |
209,260
+93,389
| +81% | +$18.1M | 3.69% | 4 |
|
|
2023
Q1 | $19.1M | Sell |
115,871
-2,381
| -2% | -$393K | 2.29% | 4 |
|
|
2022
Q4 | $15.4M | Buy |
118,252
+6,614
| +6% | +$859K | 3.33% | 6 |
|
|
2022
Q3 | $15.4M | Sell |
111,638
-7,564
| -6% | -$1.05M | 4.21% | 4 |
|
|
2022
Q2 | $16.3M | Buy |
119,202
+1,247
| +1% | +$170K | 4.45% | 4 |
|
|
2022
Q1 | $20.6M | Sell |
117,955
-313
| -0.3% | -$54.7K | 4.93% | 5 |
|
|
2021
Q4 | $21M | Buy |
118,268
+7,802
| +7% | +$1.39M | 5.67% | 4 |
|
|
2021
Q3 | $15.6M | Sell |
110,466
-1,052
| -0.9% | -$149K | 7.99% | 1 |
|
|
2021
Q2 | $15.3M | Sell |
111,518
-10,061
| -8% | -$1.38M | 7.89% | 1 |
|
|
2021
Q1 | $14.9M | Buy |
121,579
+2,919
| +2% | +$357K | 8.18% | 1 |
|
|
2020
Q4 | $15.7M | Buy |
118,660
+637
| +0.5% | +$84.5K | 9.07% | 1 |
|
|
2020
Q3 | $13.7M | Buy |
118,023
+331
| +0.3% | +$38.3K | 8.96% | 1 |
|
|
2020
Q2 | $10.7M | Sell |
117,692
-36,784
| -24% | -$3.35M | 7.77% | 1 |
|
|
2020
Q1 | $9.82M | Buy |
154,476
+5,196
| +3% | +$330K | 6.28% | 3 |
|
|
2019
Q4 | $11M | Buy |
149,280
+1,580
| +1% | +$116K | 4.85% | 5 |
|
|
2019
Q3 | $8.27M | Sell |
147,700
-76
| -0.1% | -$4.26K | 4.11% | 5 |
|
|
2019
Q2 | $7.31M | Sell |
147,776
-2,484
| -2% | -$123K | 3.87% | 6 |
|
|
2019
Q1 | $7.14M | Sell |
150,260
-1,484
| -1% | -$70.5K | 4.01% | 5 |
|
|
2018
Q4 | $5.98M | Buy |
+151,744
| New | +$5.98M | 4.34% | 5 |
|