Elwood & Goetz Wealth Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.04M | Buy |
|
|||||
|
2025
Q2 | $3.36M | Buy |
|
|||||
|
2025
Q1 | $3.35M | Buy |
|
|||||
|
2024
Q4 | $3.67M | Sell |
|
|||||
|
2024
Q3 | $3.53M | Buy |
|
|||||
|
2024
Q2 | $1.97M | Sell |
|
|||||
|
2024
Q1 | $1.79M | Sell |
|
|||||
|
2023
Q4 | $2.12M | Buy |
|
|||||
|
2023
Q3 | $1.83M | Buy |
|
|||||
|
2023
Q2 | $1.57M | Buy |
|
|||||
|
2023
Q1 | $1.26M | Buy |
|
|||||
|
2022
Q4 | $971K | Sell |
|
|||||
|
2022
Q3 | $1.05M | Buy |
|
|||||
|
2022
Q2 | $1.04M | Sell |
|
|||||
|
2022
Q1 | $1.39M | Buy |
|
|||||
|
2021
Q4 | $1.35M | Hold |
|
|||||
|
2021
Q3 | $1.08M | Hold |
|
|||||
|
2021
Q2 | $1.04M | Sell |
|
|||||
|
2021
Q1 | $1.01M | Buy |
|
|||||
|
2020
Q4 | $1.05M | Buy |
|
|||||
|
2020
Q3 | $715K | Sell |
|
|||||
|
2020
Q2 | $636K | Buy |
|
|||||
|
2020
Q1 | $418K | Hold |
|
|||||
|
2019
Q4 | $483K | Buy |
|
|||||
|
2019
Q3 | $365K | Buy |
|
|||||
|
2019
Q2 | $313K | Buy |
|
|||||
|
2019
Q1 | $295K | Hold |
|
|||||
|
2018
Q4 | $245K | Buy |
|