Safeguard Investment Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Sell |
40,829
-1,314
| -3% | -$270K | 2.09% | 7 |
|
|
2025
Q1 | $9.36M | Buy |
42,143
+3,338
| +9% | +$742K | 2.54% | 6 |
|
|
2024
Q4 | $9.72M | Buy |
38,805
+1,196
| +3% | +$300K | 2.67% | 6 |
|
|
2024
Q3 | $8.76M | Sell |
37,609
-2,623
| -7% | -$611K | 2.5% | 6 |
|
|
2024
Q2 | $8.47M | Sell |
40,232
-1,236
| -3% | -$260K | 2.63% | 6 |
|
|
2024
Q1 | $7.11M | Buy |
41,468
+302
| +0.7% | +$51.8K | 2.41% | 6 |
|
|
2023
Q4 | $7.93M | Sell |
41,166
-249
| -0.6% | -$47.9K | 2.98% | 6 |
|
|
2023
Q3 | $7.09M | Buy |
41,415
+3,146
| +8% | +$539K | 3.09% | 6 |
|
|
2023
Q2 | $7.42M | Buy |
38,269
+1,249
| +3% | +$242K | 3.16% | 6 |
|
|
2023
Q1 | $6.1M | Buy |
37,020
+3,543
| +11% | +$584K | 2.94% | 6 |
|
|
2022
Q4 | $4.35M | Buy |
33,477
+582
| +2% | +$75.6K | 2.68% | 12 |
|
|
2022
Q3 | $4.55M | Buy |
32,895
+612
| +2% | +$84.6K | 3.11% | 8 |
|
|
2022
Q2 | $5.64M | Hold |
32,283
| – | – | 3.47% | 7 |
|
|
2022
Q1 | $5.64M | Buy |
32,283
+2,244
| +7% | +$392K | 3.85% | 6 |
|
|
2021
Q4 | $5.33M | Sell |
30,039
-1,014
| -3% | -$180K | 3.11% | 10 |
|
|
2021
Q3 | $4.39M | Sell |
31,053
-171
| -0.5% | -$24.2K | 2.84% | 10 |
|
|
2021
Q2 | $4.28M | Buy |
31,224
+973
| +3% | +$133K | 3.05% | 11 |
|
|
2021
Q1 | $3.7M | Sell |
30,251
-501
| -2% | -$61.2K | 3.3% | 9 |
|
|
2020
Q4 | $4.08M | Buy |
+30,752
| New | +$4.08M | 3.62% | 4 |
|