Goodwin Investment Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $309K | Sell |
|
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|
2024
Q4 | $544K | Buy |
|
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|
2024
Q3 | $502K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $362K | Sell |
|
|||||
|
2023
Q4 | $442K | Buy |
|
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|
2023
Q3 | $363K | Hold |
|
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|
2023
Q2 | $411K | Sell |
|
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|
2023
Q1 | $497K | Buy |
|
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|
2022
Q4 | $352K | Hold |
|
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|
2022
Q3 | $374K | Sell |
|
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|
2022
Q2 | $387K | Sell |
|
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|
2022
Q1 | $515K | Sell |
|
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|
2021
Q4 | $565K | Buy |
|
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|
2021
Q3 | $436K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $437K | Buy |
|
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|
2020
Q4 | $370K | Buy |
|