Elwood & Goetz Wealth Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
16,353
+1,265
| +8% | +$260K | 0.73% | 18 |
|
|
2025
Q1 | $3.35M | Buy |
15,088
+441
| +3% | +$98K | 0.82% | 17 |
|
|
2024
Q4 | $3.67M | Sell |
14,647
-489
| -3% | -$122K | 0.89% | 16 |
|
|
2024
Q3 | $3.53M | Buy |
15,136
+5,804
| +62% | +$1.35M | 0.87% | 18 |
|
|
2024
Q2 | $1.97M | Sell |
9,332
-1,097
| -11% | -$231K | 0.56% | 20 |
|
|
2024
Q1 | $1.79M | Sell |
10,429
-558
| -5% | -$95.7K | 0.43% | 29 |
|
|
2023
Q4 | $2.12M | Buy |
10,987
+293
| +3% | +$56.4K | 0.45% | 30 |
|
|
2023
Q3 | $1.83M | Buy |
10,694
+2,615
| +32% | +$448K | 0.42% | 30 |
|
|
2023
Q2 | $1.57M | Buy |
8,079
+466
| +6% | +$90.4K | 0.36% | 30 |
|
|
2023
Q1 | $1.26M | Buy |
7,613
+137
| +2% | +$22.6K | 0.3% | 33 |
|
|
2022
Q4 | $971K | Sell |
7,476
-156
| -2% | -$20.3K | 0.3% | 31 |
|
|
2022
Q3 | $1.06M | Buy |
7,632
+12
| +0.2% | +$1.66K | 0.36% | 30 |
|
|
2022
Q2 | $1.04M | Sell |
7,620
-344
| -4% | -$47K | 0.35% | 29 |
|
|
2022
Q1 | $1.39M | Buy |
7,964
+335
| +4% | +$58.5K | 0.43% | 23 |
|
|
2021
Q4 | $1.36M | Hold |
7,629
| – | – | 0.42% | 22 |
|
|
2021
Q3 | $1.08M | Hold |
7,629
| – | – | 0.37% | 22 |
|
|
2021
Q2 | $1.05M | Sell |
7,629
-665
| -8% | -$91.1K | 0.39% | 20 |
|
|
2021
Q1 | $1.01M | Buy |
8,294
+378
| +5% | +$46.2K | 0.42% | 19 |
|
|
2020
Q4 | $1.05M | Buy |
7,916
+1,740
| +28% | +$231K | 0.48% | 18 |
|
|
2020
Q3 | $715K | Sell |
6,176
-800
| -11% | -$92.6K | 0.39% | 19 |
|
|
2020
Q2 | $636K | Buy |
6,976
+400
| +6% | +$36.5K | 0.39% | 17 |
|
|
2020
Q1 | $418K | Hold |
6,576
| – | – | 0.31% | 18 |
|
|
2019
Q4 | $483K | Buy |
6,576
+64
| +1% | +$4.7K | 0.35% | 19 |
|
|
2019
Q3 | $365K | Buy |
6,512
+196
| +3% | +$11K | 0.29% | 21 |
|
|
2019
Q2 | $313K | Buy |
6,316
+112
| +2% | +$5.55K | 0.27% | 25 |
|
|
2019
Q1 | $295K | Hold |
6,204
| – | – | 0.27% | 26 |
|
|
2018
Q4 | $245K | Buy |
+6,204
| New | +$245K | 0.26% | 27 |
|