EHWM
Eads & Heald Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
14,634
-296
| -2% | -$60.7K | 1.48% | 13 |
|
|
2025
Q1 | $3.32M | Sell |
14,930
-385
| -3% | -$85.5K | 1.68% | 4 |
|
|
2024
Q4 | $3.84M | Sell |
15,315
-100
| -0.6% | -$25K | 1.89% | 2 |
|
|
2024
Q3 | $3.59M | Sell |
15,415
-1,072
| -7% | -$250K | 1.7% | 5 |
|
|
2024
Q2 | $3.47M | Sell |
16,487
-618
| -4% | -$130K | 1.68% | 4 |
|
|
2024
Q1 | $2.93M | Sell |
17,105
-1,141
| -6% | -$196K | 1.37% | 14 |
|
|
2023
Q4 | $3.51M | Sell |
18,246
-168
| -0.9% | -$32.3K | 1.69% | 2 |
|
|
2023
Q3 | $3.15M | Sell |
18,414
-489
| -3% | -$83.7K | 1.65% | 1 |
|
|
2023
Q2 | $3.67M | Sell |
18,903
-2,058
| -10% | -$399K | 1.8% | 1 |
|
|
2023
Q1 | $3.46M | Sell |
20,961
-483
| -2% | -$79.6K | 1.71% | 1 |
|
|
2022
Q4 | $2.79M | Sell |
21,444
-73
| -0.3% | -$9.48K | 1.42% | 9 |
|
|
2022
Q3 | $2.97M | Sell |
21,517
-206
| -0.9% | -$28.5K | 1.69% | 3 |
|
|
2022
Q2 | $2.97M | Buy |
21,723
+97
| +0.4% | +$13.3K | 1.6% | 4 |
|
|
2022
Q1 | $3.78M | Sell |
21,626
-1,524
| -7% | -$266K | 1.75% | 2 |
|
|
2021
Q4 | $4.11M | Sell |
23,150
-986
| -4% | -$175K | 1.79% | 1 |
|
|
2021
Q3 | $3.42M | Sell |
24,136
-1,280
| -5% | -$181K | 1.65% | 2 |
|
|
2021
Q2 | $3.48M | Sell |
25,416
-1,132
| -4% | -$155K | 1.7% | 1 |
|
|
2021
Q1 | $3.24M | Sell |
26,548
-2,804
| -10% | -$343K | 1.67% | 1 |
|
|
2020
Q4 | $3.9M | Sell |
29,352
-37
| -0.1% | -$4.91K | 2.1% | 1 |
|
|
2020
Q3 | $3.4M | Buy |
29,389
+19,896
| +210% | -$994K | 2.04% | 1 |
|
|
2020
Q2 | $3.46M | Sell |
9,493
-903
| -9% | -$329K | 2.1% | 2 |
|
|
2020
Q1 | $2.64M | Sell |
10,396
-1,063
| -9% | -$270K | 1.87% | 2 |
|
|
2019
Q4 | $3.37M | Sell |
11,459
-954
| -8% | -$280K | 1.78% | 1 |
|
|
2019
Q3 | $2.78M | Sell |
12,413
-235
| -2% | -$52.6K | 1.55% | 3 |
|
|
2019
Q2 | $2.5M | Sell |
12,648
-55
| -0.4% | -$10.9K | 1.42% | 12 |
|
|
2019
Q1 | $2.41M | Buy |
12,703
+56
| +0.4% | +$10.6K | 1.4% | 12 |
|
|
2018
Q4 | $2M | Sell |
12,647
-109
| -0.9% | -$17.2K | 1.33% | 23 |
|
|
2018
Q3 | $2.88M | Sell |
12,756
-1,118
| -8% | -$252K | 1.65% | 2 |
|
|
2018
Q2 | $2.57M | Sell |
13,874
-32
| -0.2% | -$5.92K | 1.58% | 2 |
|
|
2018
Q1 | $2.33M | Sell |
13,906
-693
| -5% | -$116K | 1.48% | 9 |
|
|
2017
Q4 | $2.47M | Sell |
14,599
-468
| -3% | -$79.2K | 1.46% | 6 |
|
|
2017
Q3 | $2.32M | Sell |
15,067
-592
| -4% | -$91.2K | 1.44% | 10 |
|
|
2017
Q2 | $2.26M | Sell |
15,659
-503
| -3% | -$72.4K | 1.45% | 9 |
|
|
2017
Q1 | $2.32M | Sell |
16,162
-778
| -5% | -$112K | 1.5% | 4 |
|
|
2016
Q4 | $1.96M | Sell |
16,940
-46
| -0.3% | -$5.33K | 1.34% | 16 |
|
|
2016
Q3 | $1.92M | Sell |
16,986
-58
| -0.3% | -$6.56K | 1.32% | 16 |
|
|
2016
Q2 | $1.63M | Sell |
17,044
-193
| -1% | -$18.4K | 1.12% | 37 |
|
|
2016
Q1 | $1.88M | Sell |
17,237
-412
| -2% | -$44.9K | 1.3% | 18 |
|
|
2015
Q4 | $1.86M | Sell |
17,649
-231
| -1% | -$24.3K | 1.29% | 20 |
|
|
2015
Q3 | $1.97M | Sell |
17,880
-745
| -4% | -$82.2K | 1.41% | 12 |
|
|
2015
Q2 | $2.34M | Sell |
18,625
-1,344
| -7% | -$169K | 1.54% | 2 |
|
|
2015
Q1 | $2.49M | Sell |
19,969
-1,531
| -7% | -$191K | 1.6% | 2 |
|
|
2014
Q4 | $2.37M | Sell |
21,500
-2
| -0% | -$221 | 1.51% | 1 |
|
|
2014
Q3 | $2.17M | Buy |
21,502
+8,367
| +64% | +$843K | 1.47% | 4 |
|
|
2014
Q2 | $1.22M | Buy |
13,135
+11,096
| +544% | -$106K | 0.81% | 63 |
|
|
2014
Q1 | $1.09M | Sell |
2,039
-4
| -0.2% | -$2.15K | 0.72% | 67 |
|
|
2013
Q4 | $1.15M | Sell |
2,043
-45
| -2% | -$25.2K | 0.76% | 65 |
|
|
2013
Q3 | $995K | Sell |
2,088
-136
| -6% | -$64.8K | 0.71% | 70 |
|
|
2013
Q2 | $882K | Buy |
+2,224
| New | +$882K | 0.62% | 73 |
|