HAFS
Hapanowicz & Associates Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
3,777
+235
| +7% | +$48.2K | 0.39% | 12 |
|
|
2025
Q1 | $787K | Buy |
3,542
+560
| +19% | +$124K | 0.44% | 12 |
|
|
2024
Q4 | $747K | Buy |
2,982
+180
| +6% | +$45.1K | 0.38% | 13 |
|
|
2024
Q3 | $653K | Buy |
2,802
+50
| +2% | +$11.7K | 0.33% | 16 |
|
|
2024
Q2 | $580K | Hold |
2,752
| – | – | 0.33% | 16 |
|
|
2024
Q1 | $472K | Buy |
2,752
+357
| +15% | +$61.2K | 0.27% | 20 |
|
|
2023
Q4 | $461K | Buy |
2,395
+34
| +1% | +$6.55K | 0.28% | 20 |
|
|
2023
Q3 | $404K | Hold |
2,361
| – | – | 0.29% | 21 |
|
|
2023
Q2 | $458K | Hold |
2,361
| – | – | 0.31% | 19 |
|
|
2023
Q1 | $389K | Buy |
2,361
+298
| +14% | +$49.1K | 0.27% | 19 |
|
|
2022
Q4 | $268K | Sell |
2,063
-484
| -19% | -$62.9K | 0.19% | 22 |
|
|
2022
Q3 | $352K | Buy |
2,547
+311
| +14% | +$43K | 0.33% | 18 |
|
|
2022
Q2 | $306K | Buy |
+2,236
| New | +$306K | 0.24% | 20 |
|
|
2022
Q1 | – | Sell |
-2,236
| Closed | -$397K | – | 27 |
|
|
2021
Q4 | $397K | Buy |
2,236
+542
| +32% | +$96.2K | 0.18% | 20 |
|
|
2021
Q3 | $240K | Hold |
1,694
| – | – | 0.1% | 26 |
|
|
2021
Q2 | $232K | Hold |
1,694
| – | – | 0.1% | 27 |
|
|
2021
Q1 | $207K | Sell |
1,694
-1,534
| -48% | -$187K | 0.1% | 25 |
|
|
2020
Q4 | $428K | Hold |
3,228
| – | – | 0.22% | 16 |
|
|
2020
Q3 | $373K | Buy |
+3,228
| New | +$373K | 0.22% | 18 |
|