GoalFusion Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
+5,736
| New | +$1.18M | 0.6% | 13 |
|
|
2025
Q1 | – | Sell |
-5,857
| Closed | -$1.47M | – | 25 |
|
|
2024
Q4 | $1.47M | Sell |
5,857
-285
| -5% | -$71.4K | 0.8% | 13 |
|
|
2024
Q3 | $1.43M | Hold |
6,142
| – | – | 0.79% | 13 |
|
|
2024
Q2 | $1.29M | Sell |
6,142
-74
| -1% | -$15.6K | 0.8% | 13 |
|
|
2024
Q1 | $1.07M | Buy |
6,216
+34
| +0.5% | +$5.83K | 0.68% | 14 |
|
|
2023
Q4 | $1.19M | Buy |
6,182
+83
| +1% | +$16K | 0.81% | 14 |
|
|
2023
Q3 | $1.04M | Sell |
6,099
-4
| -0.1% | -$685 | 0.78% | 14 |
|
|
2023
Q2 | $1.18M | Hold |
6,103
| – | – | 0.87% | 14 |
|
|
2023
Q1 | $1.01M | Sell |
6,103
-553
| -8% | -$91.2K | 0.79% | 14 |
|
|
2022
Q4 | $960K | Buy |
+6,656
| New | +$960K | 0.77% | 11 |
|
|
2022
Q2 | – | Sell |
-1,154
| Closed | -$200K | – | 19 |
|
|
2022
Q1 | $200K | Sell |
1,154
-1,046
| -48% | -$181K | 0.17% | 19 |
|
|
2021
Q4 | $268K | Buy |
+2,200
| New | +$268K | 0.26% | 11 |
|