GA
Goldstein Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
21,639
-8,211
| -28% | -$1.68M | 0.6% | 27 |
|
|
2025
Q1 | $6.63M | Sell |
29,850
-1,280
| -4% | -$284K | 0.97% | 19 |
|
|
2024
Q4 | $7.8M | Sell |
31,130
-471
| -1% | -$118K | 1.13% | 18 |
|
|
2024
Q3 | $7.36M | Buy |
31,601
+606
| +2% | +$141K | 1.12% | 16 |
|
|
2024
Q2 | $6.53M | Buy |
30,995
+27
| +0.1% | +$5.69K | 1.09% | 20 |
|
|
2024
Q1 | $5.31M | Sell |
30,968
-1,142
| -4% | -$196K | 0.91% | 20 |
|
|
2023
Q4 | $6.18M | Buy |
32,110
+248
| +0.8% | +$47.7K | 1.04% | 20 |
|
|
2023
Q3 | $5.46M | Sell |
31,862
-464
| -1% | -$79.4K | 1.14% | 21 |
|
|
2023
Q2 | $6.27M | Buy |
32,326
+19
| +0.1% | +$3.69K | 1.31% | 19 |
|
|
2023
Q1 | $5.33M | Buy |
32,307
+237
| +0.7% | +$39.1K | 1.17% | 22 |
|
|
2022
Q4 | $4.17M | Buy |
+32,070
| New | +$4.17M | 1.01% | 21 |
|