HPWA
Hall Private Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.8M | Buy |
103,933
+25,009
| +32% | +$4.28M | 11.96% | 1 |
|
|
2023
Q2 | $15.3M | Sell |
78,924
-2,987
| -4% | -$579K | 8.27% | 2 |
|
|
2023
Q1 | $13.5M | Sell |
81,911
-1,151
| -1% | -$190K | 7.04% | 2 |
|
|
2022
Q4 | $10.8M | Buy |
83,062
+1,177
| +1% | +$153K | 6.14% | 5 |
|
|
2022
Q3 | $11.3M | Buy |
81,885
+7,340
| +10% | +$1.01M | 6.52% | 2 |
|
|
2022
Q2 | $10.2M | Buy |
74,545
+3,521
| +5% | +$481K | 5.72% | 5 |
|
|
2022
Q1 | $12.4M | Buy |
71,024
+12,552
| +21% | +$2.19M | 6.62% | 4 |
|
|
2021
Q4 | $10.4M | Buy |
58,472
+5,510
| +10% | +$978K | 6.45% | 4 |
|
|
2021
Q3 | $7.49M | Sell |
52,962
-5,580
| -10% | -$790K | 4.78% | 7 |
|
|
2021
Q2 | $8.02M | Buy |
+58,542
| New | +$8.02M | 5.22% | 5 |
|
|
2020
Q4 | $9.25M | Buy |
+69,702
| New | +$9.25M | 7.62% | 3 |
|