LWA
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LifeGoal Wealth Advisors’s Apple AAPL Stock Holding History

LifeGoal Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$789K Sell
3,848
-232
-6% -$47.6K 0.75% 32
2025
Q1 		$906K Hold
4,080
– – 0.98% 26
2024
Q4 		$1.02M Buy
+4,080
New +$1.02M 1.11% 23