GoalVest Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.73M | Buy |
|
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|
2024
Q4 | $2.85M | Sell |
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|
2024
Q3 | $2.68M | Buy |
|
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|
2024
Q2 | $2.19M | Sell |
|
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|
2024
Q1 | $1.86M | Buy |
|
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|
2023
Q4 | $1.36M | Buy |
|
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|
2023
Q3 | $1.13M | Sell |
|
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|
2023
Q2 | $1.29M | Buy |
|
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|
2023
Q1 | $882K | Sell |
|
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|
2022
Q4 | $718K | Sell |
|
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|
2022
Q3 | $786K | Sell |
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|
2022
Q2 | $945K | Sell |
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|
2022
Q1 | $3.15M | Buy |
|
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $1.73M | Buy |
|