Goodman Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Sell |
6,889
-493
| -7% | -$101K | 0.28% | 40 |
|
2025
Q1 | $1.64M | Sell |
7,382
-3,038
| -29% | -$675K | 0.35% | 38 |
|
2024
Q4 | $2.61M | Buy |
+10,420
| New | +$2.61M | 0.56% | 36 |
|
2022
Q1 | – | Sell |
-1,192
| Closed | -$212K | – | 52 |
|
2021
Q4 | $212K | Buy |
+1,192
| New | +$212K | 0.06% | 54 |
|
2018
Q1 | – | Sell |
-215,140
| Closed | -$9.1M | – | 53 |
|
2017
Q4 | $9.1M | Sell |
215,140
-11,784
| -5% | -$499K | 4.11% | 7 |
|
2017
Q3 | $8.74M | Buy |
226,924
+4,100
| +2% | +$158K | 4.27% | 4 |
|
2017
Q2 | $8.02M | Sell |
222,824
-5,100
| -2% | -$184K | 4.13% | 4 |
|
2017
Q1 | $8.19M | Sell |
227,924
-5,164
| -2% | -$185K | 4.29% | 4 |
|
2016
Q4 | $6.75M | Buy |
233,088
+1,092
| +0.5% | +$31.6K | 3.78% | 7 |
|
2016
Q3 | $6.56M | Sell |
231,996
-3,216
| -1% | -$90.9K | 3.92% | 5 |
|
2016
Q2 | $5.62M | Buy |
235,212
+4,544
| +2% | +$109K | 3.35% | 9 |
|
2016
Q1 | $6.29M | Buy |
230,668
+1,896
| +0.8% | +$51.7K | 3.83% | 5 |
|
2015
Q4 | $6.02M | Buy |
228,772
+1,152
| +0.5% | +$30.3K | 3.65% | 6 |
|
2015
Q3 | $6.28M | Buy |
227,620
+7,244
| +3% | +$200K | 3.99% | 6 |
|
2015
Q2 | $6.91M | Buy |
220,376
+48
| +0% | +$1.51K | 4.33% | 2 |
|
2015
Q1 | $6.85M | Sell |
220,328
-5,376
| -2% | -$167K | 4.25% | 1 |
|
2014
Q4 | $6.23M | Sell |
225,704
-4,952
| -2% | -$137K | 4.22% | 2 |
|
2014
Q3 | $5.81M | Sell |
230,656
-20,516
| -8% | -$517K | 3.93% | 3 |
|
2014
Q2 | $5.84M | Buy |
251,172
+96
| +0% | +$2.23K | 3.49% | 6 |
|
2014
Q1 | $4.81M | Buy |
251,076
+5,432
| +2% | +$104K | 2.94% | 15 |
|
2013
Q4 | $4.92M | Buy |
245,644
+2,604
| +1% | +$52.2K | 3.12% | 9 |
|
2013
Q3 | $4.14M | Buy |
243,040
+5,544
| +2% | +$94.4K | 2.88% | 16 |
|
2013
Q2 | $3.36M | Buy |
+237,496
| New | +$3.36M | 2.54% | 27 |
|