JGCM
Joseph Group Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
26,403
+3,900
| +17% | +$800K | 1.82% | 19 |
|
|
2025
Q1 | $5M | Buy |
22,503
+2,047
| +10% | +$455K | 1.91% | 12 |
|
|
2024
Q4 | $5.12M | Buy |
20,456
+3,021
| +17% | +$757K | 2.02% | 9 |
|
|
2024
Q3 | $4.06M | Buy |
17,435
+2,733
| +19% | +$637K | 1.55% | 15 |
|
|
2024
Q2 | $3.1M | Sell |
14,702
-1,879
| -11% | -$396K | 1.61% | 20 |
|
|
2024
Q1 | $2.84M | Buy |
16,581
+5,259
| +46% | +$902K | 1.42% | 17 |
|
|
2023
Q4 | $2.18M | Buy |
11,322
+310
| +3% | +$59.7K | 1.27% | 20 |
|
|
2023
Q3 | $1.89M | Buy |
11,012
+1
| +0% | +$171 | 1.36% | 19 |
|
|
2023
Q2 | $2.14M | Buy |
11,011
+472
| +4% | +$91.6K | 1.8% | 10 |
|
|
2023
Q1 | $1.74M | Sell |
10,539
-151
| -1% | -$24.9K | 1.52% | 14 |
|
|
2022
Q4 | $1.39M | Sell |
10,690
-196
| -2% | -$25.5K | 1.32% | 21 |
|
|
2022
Q3 | $1.5M | Buy |
10,886
+812
| +8% | +$112K | 1.64% | 9 |
|
|
2022
Q2 | $1.38M | Buy |
10,074
+570
| +6% | +$77.9K | 1.38% | 16 |
|
|
2022
Q1 | $1.66M | Buy |
9,504
+317
| +3% | +$55.3K | 1.67% | 11 |
|
|
2021
Q4 | $1.63M | Buy |
+9,187
| New | +$1.63M | 1.57% | 16 |
|