Hapanowicz & Associates Financial Services’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 | $775K | Buy |
|
|||||
|
2025
Q1 | $787K | Buy |
|
|||||
|
2024
Q4 | $747K | Buy |
|
|||||
|
2024
Q3 | $653K | Buy |
|
|||||
|
2024
Q2 | $580K | Hold |
|
|||||
|
2024
Q1 | $472K | Buy |
|
|||||
|
2023
Q4 | $461K | Buy |
|
|||||
|
2023
Q3 | $404K | Hold |
|
|||||
|
2023
Q2 | $458K | Hold |
|
|||||
|
2023
Q1 | $389K | Buy |
|
|||||
|
2022
Q4 | $268K | Sell |
|
|||||
|
2022
Q3 | $352K | Buy |
|
|||||
|
2022
Q2 | $306K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $397K | Buy |
|
|||||
|
2021
Q3 | $240K | Hold |
|
|||||
|
2021
Q2 | $232K | Hold |
|
|||||
|
2021
Q1 | $207K | Sell |
|
|||||
|
2020
Q4 | $428K | Hold |
|
|||||
|
2020
Q3 | $373K | Buy |
|