Safeguard Investment Advisory Group’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  | $8.38M | Sell | 
         | 
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| 
        
          
      
        2025
         Q1  | $9.36M | Buy | 
         | 
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| 
        
          
      
        2024
         Q4  | $9.72M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $8.76M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $8.47M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $7.11M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $7.93M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $7.09M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $7.42M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $6.1M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $4.35M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $4.55M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $5.64M | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $5.64M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $5.33M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $4.39M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $4.28M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $3.69M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $4.08M | Buy | 
         |