H&H Retirement Design & 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
$677K Buy
2025
Q1
$422K Buy
2024
Q4
$535K Sell
2024
Q3
$573K Hold
2024
Q2
$549K Sell
2024
Q1
$412K Buy
2023
Q4
$460K Sell
2023
Q3
$439K Sell
2023
Q2
$642K Sell
2023
Q1
$561K Buy
2022
Q4
$452K Buy
2022
Q3
$462K Sell
2022
Q2
$740K Buy
2022
Q1
$779K Hold
2021
Q4
$745K Sell
2021
Q3
$739K Sell
2021
Q2
$781K Buy
2021
Q1
$682K Buy
2020
Q3
$622K Sell
2020
Q2
$498K Sell
2020
Q1
$386K Buy