Halbert Hargrove Global Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.45M | Buy |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $4.02M | Buy |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $3.46M | Sell |
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|
2024
Q1 | $2.91M | Sell |
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|
2023
Q4 | $3.53M | Sell |
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|
2023
Q3 | $8.27M | Sell |
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|
2023
Q2 | $9.55M | Sell |
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|
2023
Q1 | $13.6M | Sell |
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|
2022
Q4 | $11.3M | Sell |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $12.5M | Sell |
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|
2022
Q1 | $16.1M | Sell |
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|
2021
Q4 | $16.4M | Sell |
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|
2021
Q3 | $13.4M | Sell |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $13.2M | Sell |
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|
2020
Q4 | $15M | Buy |
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|
2020
Q3 | $7.59M | Buy |
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|
2020
Q2 | $4.11M | Buy |
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|
2020
Q1 | $2.56M | Buy |
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|
2019
Q4 | $2.84M | Sell |
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|
2019
Q3 | $2.39M | Buy |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.51M | Sell |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $3.38M | Sell |
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|
2018
Q2 | $2.82M | Sell |
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|
2018
Q1 | $2.59M | Buy |
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|
2017
Q4 | $2.58M | Sell |
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|
2017
Q3 | $2.43M | Buy |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $965K | Sell |
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|
2015
Q4 | $942K | Buy |
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|
2015
Q3 | $838K | Sell |
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|
2015
Q2 | $2.1M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $824K | Sell |
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|
2014
Q3 | $854K | Sell |
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|
2014
Q2 | $868K | Buy |
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|
2014
Q1 | $695K | Sell |
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|
2013
Q4 | $793K | Sell |
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|
2013
Q3 | $831K | Sell |
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|
2013
Q2 | $750K | Buy |
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