HHRDM
H&H Retirement Design & Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
3,187
+1,001
| +46% | +$213K | 0.37% | 46 |
|
|
2025
Q1 | $422K | Buy |
2,186
+6
| +0.3% | +$1.16K | 0.28% | 51 |
|
|
2024
Q4 | $535K | Sell |
2,180
-271
| -11% | -$66.6K | 0.33% | 51 |
|
|
2024
Q3 | $573K | Hold |
2,451
| – | – | 0.34% | 52 |
|
|
2024
Q2 | $549K | Sell |
2,451
-36
| -1% | -$8.06K | 0.34% | 53 |
|
|
2024
Q1 | $412K | Buy |
2,487
+43
| +2% | +$7.13K | 0.27% | 56 |
|
|
2023
Q4 | $460K | Sell |
2,444
-13
| -0.5% | -$2.45K | 0.29% | 42 |
|
|
2023
Q3 | $439K | Sell |
2,457
-910
| -27% | -$163K | 0.3% | 36 |
|
|
2023
Q2 | $642K | Sell |
3,367
-23
| -0.7% | -$4.38K | 0.43% | 31 |
|
|
2023
Q1 | $561K | Buy |
3,390
+39
| +1% | +$6.46K | 0.36% | 32 |
|
|
2022
Q4 | $452K | Buy |
3,351
+9
| +0.3% | +$1.21K | 0.38% | 47 |
|
|
2022
Q3 | $462K | Sell |
3,342
-1,239
| -27% | -$171K | 0.44% | 41 |
|
|
2022
Q2 | $740K | Buy |
4,581
+3
| +0.1% | +$485 | 0.54% | 33 |
|
|
2022
Q1 | $779K | Hold |
4,578
| – | – | 0.53% | 32 |
|
|
2021
Q4 | $745K | Sell |
4,578
-596
| -12% | -$97K | 0.47% | 38 |
|
|
2021
Q3 | $739K | Sell |
5,174
-199
| -4% | -$28.4K | 0.45% | 27 |
|
|
2021
Q2 | $781K | Buy |
5,373
+203
| +4% | +$29.5K | 0.48% | 26 |
|
|
2021
Q1 | $682K | Buy |
+5,170
| New | +$682K | 0.41% | 27 |
|
|
2020
Q3 | $622K | Buy |
5,368
+4,002
| +293% | +$464K | 0.49% | 28 |
|
|
2020
Q2 | $498K | Sell |
1,366
-154
| -10% | -$56.1K | 0.44% | 33 |
|
|
2020
Q1 | $386K | Buy |
+1,520
| New | +$386K | 0.37% | 36 |
|