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
2025
Q1
$9.36M Buy
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