GA
GoalVest Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
13,219
+908
| +7% | +$186K | 0.67% | 24 |
|
|
2025
Q1 | $2.73M | Buy |
12,311
+949
| +8% | +$211K | 0.75% | 23 |
|
|
2024
Q4 | $2.85M | Sell |
11,362
-147
| -1% | -$36.8K | 0.78% | 21 |
|
|
2024
Q3 | $2.68M | Buy |
11,509
+1,129
| +11% | +$263K | 0.77% | 17 |
|
|
2024
Q2 | $2.19M | Sell |
10,380
-455
| -4% | -$95.8K | 0.7% | 19 |
|
|
2024
Q1 | $1.86M | Buy |
10,835
+3,757
| +53% | +$644K | 0.62% | 22 |
|
|
2023
Q4 | $1.36M | Buy |
7,078
+494
| +8% | +$95.1K | 0.6% | 17 |
|
|
2023
Q3 | $1.13M | Sell |
6,584
-85
| -1% | -$14.6K | 0.56% | 24 |
|
|
2023
Q2 | $1.29M | Buy |
6,669
+1,318
| +25% | +$256K | 0.67% | 15 |
|
|
2023
Q1 | $882K | Sell |
5,351
-176
| -3% | -$29K | 0.52% | 53 |
|
|
2022
Q4 | $718K | Sell |
5,527
-161
| -3% | -$20.9K | 0.46% | 53 |
|
|
2022
Q3 | $786K | Sell |
5,688
-991
| -15% | -$137K | 0.55% | 52 |
|
|
2022
Q2 | $945K | Sell |
6,679
-11,352
| -63% | -$1.61M | 0.6% | 48 |
|
|
2022
Q1 | $3.15M | Buy |
+18,031
| New | +$3.15M | 1.78% | 12 |
|
|
2021
Q2 | $2.53M | Buy |
18,442
+481
| +3% | +$65.9K | 1.57% | 15 |
|
|
2021
Q1 | $2.19M | Buy |
17,961
+4,927
| +38% | +$602K | 1.64% | 15 |
|
|
2020
Q4 | $1.73M | Buy |
+13,034
| New | +$1.73M | 1.45% | 18 |
|