GIA
Goodwin Investment Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,392
| Closed | -$309K | – | 29 |
|
|
2025
Q1 | $309K | Sell |
1,392
-780
| -36% | -$173K | 0.48% | 18 |
|
|
2024
Q4 | $544K | Buy |
2,172
+16
| +0.7% | +$4.01K | 0.28% | 26 |
|
|
2024
Q3 | $502K | Buy |
+2,156
| New | +$502K | 0.22% | 23 |
|
|
2024
Q2 | – | Sell |
-2,112
| Closed | -$362K | – | 35 |
|
|
2024
Q1 | $362K | Sell |
2,112
-182
| -8% | -$31.2K | 0.17% | 25 |
|
|
2023
Q4 | $442K | Buy |
2,294
+175
| +8% | +$33.7K | 0.23% | 24 |
|
|
2023
Q3 | $363K | Hold |
2,119
| – | – | 0.21% | 32 |
|
|
2023
Q2 | $411K | Sell |
2,119
-898
| -30% | -$174K | 0.24% | 30 |
|
|
2023
Q1 | $497K | Buy |
3,017
+308
| +11% | +$50.8K | 0.32% | 28 |
|
|
2022
Q4 | $352K | Hold |
2,709
| – | – | 0.25% | 32 |
|
|
2022
Q3 | $374K | Sell |
2,709
-123
| -4% | -$17K | 0.28% | 33 |
|
|
2022
Q2 | $387K | Sell |
2,832
-120
| -4% | -$16.4K | 0.3% | 29 |
|
|
2022
Q1 | $515K | Sell |
2,952
-231
| -7% | -$40.3K | 0.35% | 28 |
|
|
2021
Q4 | $565K | Buy |
3,183
+109
| +4% | +$19.3K | 0.42% | 23 |
|
|
2021
Q3 | $436K | Buy |
+3,074
| New | +$436K | 0.42% | 22 |
|
|
2021
Q2 | – | Sell |
-3,577
| Closed | -$437K | – | 126 |
|
|
2021
Q1 | $437K | Buy |
3,577
+779
| +28% | +$95.2K | 0.51% | 17 |
|
|
2020
Q4 | $370K | Buy |
+2,798
| New | +$370K | 0.45% | 20 |
|