Goal Vest Advisory LLC Apple Inc. Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

A detailed history of Goal Vest Advisory LLC transactions in Apple Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 10,380 shares of AAPL stock, worth $2.43 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

10,380

Previous 10,835 4.2%

Holding current value

$2.43 Million

Previous $1.86 Million 17.72%

% of portfolio

0.71%

Previous 0.62%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$165.0 - $216.67 $75,075 - $98,584	-455 Reduced 4.2%	10,380 $2.19 Million
Q1 2024 Apr 15, 2024	BUY	$169.0 - $195.18 $634,933 - $733,291	3,757 Added 53.08%	10,835 $1.86 Million
Q4 2023 Jan 02, 2024	BUY	$166.89 - $198.11 $82,443 - $97,866	494 Added 7.5%	7,078 $1.36 Million
Q3 2023 Oct 10, 2023	SELL	$170.43 - $196.45 $14,486 - $16,698	-85 Reduced 1.27%	6,584 $1.13 Million
Q2 2023 Jul 17, 2023	BUY	$160.1 - $193.97 $211,011 - $255,652	1,318 Added 24.63%	6,669 $1.29 Million
Q1 2023 Apr 03, 2023	SELL	$125.02 - $164.9 $22,003 - $29,022	-176 Reduced 3.18%	5,351 $882,000
Q4 2022 Jan 06, 2023	SELL	$126.04 - $155.74 $20,292 - $25,074	-161 Reduced 2.83%	5,527 $0
Q3 2022 Oct 11, 2022	SELL	$138.2 - $174.55 $136,956 - $172,979	-991 Reduced 14.84%	5,688 $786,000
Q2 2022 Jul 06, 2022	SELL	$130.06 - $178.44 $1.48 Million - $2.03 Million	-11,352 Reduced 62.96%	6,679 $945,000
Q1 2022 May 03, 2022	SELL	$150.62 - $182.01 $61,904 - $74,806	-411 Reduced 2.23%	18,031 $3.15 Million
Q2 2021 Sep 01, 2021	BUY	$122.77 - $136.96 $59,052 - $65,877	481 Added 2.68%	18,442 $2.53 Million
Q1 2021 May 13, 2021	BUY	$116.36 - $143.16 $573,305 - $705,349	4,927 Added 37.8%	17,961 $2.19 Million
Q4 2020 Jan 28, 2021	BUY	$108.77 - $136.69 $1.42 Million - $1.78 Million	13,034 New	13,034 $1.73 Million

Others Institutions Holding AAPL

# of Institutions

5,702

Shares Held

9.09B

Call Options Held

190M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.76T
Description
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...

More about AAPL

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Goal Vest Advisory LLC Apple Inc. Transaction History