FHWM
Fox Hill Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96M | Sell |
43,661
-5,580
| -11% | -$1.14M | 4.6% | 3 |
|
|
2025
Q1 | $10.9M | Sell |
49,241
-910
| -2% | -$202K | 6.46% | 2 |
|
|
2024
Q4 | $12.6M | Sell |
50,151
-826
| -2% | -$207K | 7.1% | 2 |
|
|
2024
Q3 | $11.9M | Buy |
50,977
+10,914
| +27% | +$2.54M | 6.55% | 2 |
|
|
2024
Q2 | $8.44M | Buy |
40,063
+902
| +2% | +$190K | 5.16% | 4 |
|
|
2024
Q1 | $6.72M | Sell |
39,161
-7,437
| -16% | -$1.28M | 4.52% | 3 |
|
|
2023
Q4 | $8.97M | Buy |
+46,598
| New | +$8.97M | 6.88% | 2 |
|