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Goldstone Financial Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.98M Buy
37,354
+7,591
+26% +$1.62M 1.05% 31
2025
Q1
$6.61M Buy
29,763
+5,977
+25% +$1.33M 1% 31
2024
Q4
$5.96M Buy
23,786
+1,409
+6% +$353K 0.93% 33
2024
Q3
$5.21M Buy
22,377
+1,531
+7% +$357K 0.91% 33
2024
Q2
$4.39M Buy
20,846
+2,486
+14% +$524K 0.88% 32
2024
Q1
$3.15M Sell
18,360
-171
-0.9% -$29.3K 0.72% 35
2023
Q4
$3.57M Buy
18,531
+91
+0.5% +$17.5K 0.92% 29
2023
Q3
$3.16M Buy
18,440
+233
+1% +$39.9K 0.94% 27
2023
Q2
$3.53M Buy
18,207
+1,822
+11% +$353K 1.04% 25
2023
Q1
$2.7M Buy
+16,385
New +$2.7M 0.89% 25