MGIA
Matthew Goff Investment Advisor’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
7,010
+814
| +13% | +$167K | 0.27% | 52 |
|
|
2025
Q1 | $1.38M | Sell |
6,196
-2,240
| -27% | -$498K | 0.25% | 54 |
|
|
2024
Q4 | $2.11M | Buy |
8,436
+233
| +3% | +$58.3K | 0.39% | 47 |
|
|
2024
Q3 | $1.91M | Sell |
8,203
-2,194
| -21% | -$511K | 0.36% | 50 |
|
|
2024
Q2 | $2.19M | Buy |
10,397
+372
| +4% | +$78.4K | 0.45% | 48 |
|
|
2024
Q1 | $1.72M | Sell |
10,025
-2,083
| -17% | -$357K | 0.35% | 48 |
|
|
2023
Q4 | $2.33M | Sell |
12,108
-258
| -2% | -$49.7K | 0.52% | 42 |
|
|
2023
Q3 | $2.12M | Sell |
12,366
-167
| -1% | -$28.6K | 0.51% | 41 |
|
|
2023
Q2 | $2.43M | Sell |
12,533
-733
| -6% | -$142K | 0.57% | 40 |
|
|
2023
Q1 | $2.19M | Sell |
13,266
-246
| -2% | -$40.6K | 0.54% | 41 |
|
|
2022
Q4 | $1.76M | Sell |
13,512
-2,981
| -18% | -$387K | 0.46% | 43 |
|
|
2022
Q3 | $2.28M | Buy |
16,493
+18
| +0.1% | +$2.49K | 0.65% | 35 |
|
|
2022
Q2 | $2.25M | Hold |
16,475
| – | – | 0.61% | 36 |
|
|
2022
Q1 | $2.88M | Sell |
16,475
-3,156
| -16% | -$551K | 0.68% | 34 |
|
|
2021
Q4 | $3.49M | Sell |
19,631
-2,147
| -10% | -$381K | 0.8% | 34 |
|
|
2021
Q3 | $3.08M | Buy |
21,778
+6,695
| +44% | +$947K | 0.76% | 34 |
|
|
2021
Q2 | $2.07M | Sell |
15,083
-582
| -4% | -$79.7K | 0.52% | 37 |
|
|
2021
Q1 | $1.91M | Sell |
15,665
-584
| -4% | -$71.4K | 0.54% | 41 |
|
|
2020
Q4 | $2.16M | Buy |
16,249
+252
| +2% | +$33.4K | 0.64% | 34 |
|
|
2020
Q3 | $1.85M | Buy |
15,997
+11,998
| +300% | +$1.39M | 0.59% | 36 |
|
|
2020
Q2 | $1.46M | Sell |
3,999
-59
| -1% | -$21.5K | 0.48% | 41 |
|
|
2020
Q1 | $1.03M | Hold |
4,058
| – | – | 0.43% | 35 |
|
|
2019
Q4 | $1.19M | Sell |
4,058
-48
| -1% | -$14.1K | 0.44% | 35 |
|
|
2019
Q3 | $920K | Buy |
4,106
+1,850
| +82% | +$415K | 0.38% | 38 |
|
|
2019
Q2 | $447K | Buy |
2,256
+371
| +20% | +$73.5K | 0.19% | 42 |
|
|
2019
Q1 | $358K | Sell |
1,885
-371
| -16% | -$70.5K | 0.17% | 43 |
|
|
2018
Q4 | $356K | Sell |
2,256
-915
| -29% | -$144K | 0.18% | 41 |
|
|
2018
Q3 | $716K | Buy |
3,171
+895
| +39% | +$202K | 0.29% | 46 |
|
|
2018
Q2 | $421K | Hold |
2,276
| – | – | 0.16% | 57 |
|
|
2018
Q1 | $382K | Hold |
2,276
| – | – | 0.16% | 60 |
|
|
2017
Q4 | $385K | Buy |
2,276
+59
| +3% | +$9.98K | 0.17% | 59 |
|
|
2017
Q3 | $342K | Buy |
2,217
+157
| +8% | +$24.2K | 0.15% | 61 |
|
|
2017
Q2 | $297K | Sell |
2,060
-160
| -7% | -$23.1K | 0.27% | 33 |
|
|
2017
Q1 | $319K | Buy |
+2,220
| New | +$319K | 0.3% | 32 |
|