GB
Goepper Burkhardt’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Sell |
39,829
-725
| -2% | -$149K | 3.01% | 12 |
|
|
2025
Q1 | $9.01M | Sell |
40,554
-26
| -0.1% | -$5.78K | 3.6% | 10 |
|
|
2024
Q4 | $10.2M | Sell |
40,580
-1,749
| -4% | -$438K | 4.13% | 6 |
|
|
2024
Q3 | $9.86M | Buy |
42,329
+2,160
| +5% | +$503K | 4.07% | 6 |
|
|
2024
Q2 | $8.46M | Sell |
40,169
-76
| -0.2% | -$16K | 3.83% | 6 |
|
|
2024
Q1 | $7.37M | Sell |
40,245
-940
| -2% | -$172K | 3.43% | 8 |
|
|
2023
Q4 | $7.78M | Sell |
41,185
-1,705
| -4% | -$322K | 3.87% | 6 |
|
|
2023
Q3 | $7.34M | Sell |
42,890
-6
| -0% | -$1.03K | 4.48% | 7 |
|
|
2023
Q2 | $8.32M | Buy |
42,896
+210
| +0.5% | +$40.7K | 5.02% | 5 |
|
|
2023
Q1 | $7.04M | Buy |
42,686
+243
| +0.6% | +$40.1K | 4.61% | 7 |
|
|
2022
Q4 | $5.51M | Buy |
42,443
+4,996
| +13% | +$649K | 3.86% | 9 |
|
|
2022
Q3 | $5.18M | Buy |
37,447
+102
| +0.3% | +$14.1K | 3.85% | 11 |
|
|
2022
Q2 | $5.11M | Buy |
37,345
+1,267
| +4% | +$173K | 3.6% | 12 |
|
|
2022
Q1 | $6.3M | Buy |
36,078
+840
| +2% | +$147K | 3.82% | 9 |
|
|
2021
Q4 | $6.26M | Sell |
35,238
-179
| -0.5% | -$31.8K | 3.72% | 9 |
|
|
2021
Q3 | $5.01M | Sell |
35,417
-31
| -0.1% | -$4.39K | 3.2% | 12 |
|
|
2021
Q2 | $4.86M | Buy |
35,448
+3,229
| +10% | +$442K | 3.07% | 13 |
|
|
2021
Q1 | $3.94M | Sell |
32,219
-819
| -2% | -$100K | 2.68% | 13 |
|
|
2020
Q4 | $4.38M | Buy |
+33,038
| New | +$4.38M | 3.18% | 12 |
|