Golden Road Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Sell |
8,412
-1,582
| -16% | -$325K | 1.15% | 10 |
|
2025
Q1 | $2.22M | Buy |
9,994
+1,825
| +22% | +$405K | 1.73% | 8 |
|
2024
Q4 | $2.05M | Buy |
8,169
+16
| +0.2% | +$4.01K | 1.55% | 8 |
|
2024
Q3 | $1.9M | Sell |
8,153
-181
| -2% | -$42.2K | 1.49% | 9 |
|
2024
Q2 | $1.91M | Buy |
8,334
+385
| +5% | +$88K | 1.57% | 9 |
|
2024
Q1 | $1.36M | Sell |
7,949
-233
| -3% | -$40K | 1.13% | 11 |
|
2023
Q4 | $1.58M | Buy |
+8,182
| New | +$1.58M | 1.51% | 9 |
|