Carlton Hofferkamp & Jenks Wealth Management’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 | $8.49M | Sell |
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|
2025
Q1 | $8.04M | Sell |
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|
2024
Q4 | $9.66M | Sell |
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|
2024
Q3 | $9.39M | Buy |
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|
2024
Q2 | $9.24M | Sell |
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|
2024
Q1 | $7.26M | Sell |
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|
2023
Q4 | $8.55M | Sell |
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|
2023
Q3 | $7.56M | Buy |
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|
2023
Q2 | $8.02M | Sell |
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|
2023
Q1 | $7.78M | Sell |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $6.71M | Sell |
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|
2022
Q2 | $6.79M | Sell |
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|
2022
Q1 | $7.99M | Buy |
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|
2021
Q4 | $7.5M | Sell |
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|
2021
Q3 | $7.19M | Sell |
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|
2021
Q2 | $7.02M | Buy |
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|
2021
Q1 | $6.38M | Sell |
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|
2020
Q4 | $6.08M | Sell |
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|
2020
Q3 | $5.78M | Sell |
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|
2020
Q2 | $5.2M | Sell |
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|
2020
Q1 | $4.14M | Sell |
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|
2019
Q4 | $4.47M | Sell |
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|
2019
Q3 | $4.04M | Sell |
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|
2019
Q2 | $3.79M | Sell |
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|
2019
Q1 | $3.63M | Sell |
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|
2018
Q4 | $3.11M | Sell |
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|
2018
Q3 | $4.52M | Sell |
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|
2018
Q2 | $3.79M | Sell |
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|
2018
Q1 | $3.61M | Sell |
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|
2017
Q4 | $3.9M | Sell |
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|
2017
Q3 | $3.75M | Sell |
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|
2017
Q2 | $3.52M | Buy |
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|
2017
Q1 | $3.45M | Sell |
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|
2016
Q4 | $2.96M | Buy |
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|
2016
Q3 | $2.87M | Sell |
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|
2016
Q2 | $2.49M | Buy |
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|
2016
Q1 | $2.78M | Buy |
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|
2015
Q4 | $2.67M | Buy |
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|
2015
Q3 | $2.02M | Buy |
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|
2015
Q2 | $2.02M | Buy |
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|
2015
Q1 | $1.89M | Sell |
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|
2014
Q4 | $1.69M | Sell |
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|
2014
Q3 | $1.86M | Buy |
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|
2014
Q2 | $1.65M | Sell |
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|
2014
Q1 | $2.03M | Buy |
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|
2013
Q4 | $2.12M | Buy |
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|
2013
Q3 | $1.73M | Sell |
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|
2013
Q2 | $1.51M | Buy |
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