Hardy Reed’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.9M | Buy |
131,131
+945
| +0.7% | +$194K | 2.16% | 8 |
|
2025
Q1 | $28.9M | Sell |
130,186
-5,921
| -4% | -$1.32M | 2.55% | 7 |
|
2024
Q4 | $34.1M | Buy |
136,107
+490
| +0.4% | +$123K | 3% | 6 |
|
2024
Q3 | $31.6M | Buy |
135,617
+1,036
| +0.8% | +$241K | 2.83% | 6 |
|
2024
Q2 | $28.3M | Buy |
134,581
+51,152
| +61% | +$10.8M | 2.85% | 6 |
|
2024
Q1 | $14.3M | Sell |
83,429
-440
| -0.5% | -$75.5K | 1.78% | 10 |
|
2023
Q4 | $16.1M | Buy |
83,869
+63,136
| +305% | +$12.2M | 2.19% | 8 |
|
2023
Q3 | $3.55M | Buy |
20,733
+428
| +2% | +$73.3K | 0.64% | 17 |
|
2023
Q2 | $3.94M | Sell |
20,305
-1,517
| -7% | -$294K | 0.69% | 16 |
|
2023
Q1 | $3.6M | Buy |
21,822
+36
| +0.2% | +$5.94K | 0.63% | 22 |
|
2022
Q4 | $2.83M | Sell |
21,786
-130
| -0.6% | -$16.9K | 0.54% | 25 |
|
2022
Q3 | $3.03M | Sell |
21,916
-25
| -0.1% | -$3.46K | 0.67% | 16 |
|
2022
Q2 | $3M | Buy |
21,941
+363
| +2% | +$49.6K | 0.64% | 18 |
|
2022
Q1 | $3.77M | Sell |
21,578
-875
| -4% | -$153K | 0.71% | 13 |
|
2021
Q4 | $3.99M | Sell |
22,453
-385
| -2% | -$68.4K | 0.66% | 17 |
|
2021
Q3 | $3.23M | Sell |
22,838
-444
| -2% | -$62.8K | 0.57% | 18 |
|
2021
Q2 | $3.19M | Sell |
23,282
-100
| -0.4% | -$13.7K | 0.57% | 18 |
|
2021
Q1 | $2.86M | Buy |
23,382
+79
| +0.3% | +$9.65K | 0.55% | 19 |
|
2020
Q4 | $3.09M | Buy |
23,303
+91
| +0.4% | +$12.1K | 0.65% | 18 |
|
2020
Q3 | $2.69M | Sell |
23,212
-1,452
| -6% | -$168K | 0.67% | 22 |
|
2020
Q2 | $2.25M | Sell |
24,664
-1,900
| -7% | -$173K | 0.8% | 24 |
|
2020
Q1 | $1.69M | Sell |
26,564
-1,792
| -6% | -$114K | 0.77% | 24 |
|
2019
Q4 | $2.08M | Buy |
28,356
+1,888
| +7% | +$139K | 0.78% | 25 |
|
2019
Q3 | $1.48M | Sell |
26,468
-4
| -0% | -$224 | 0.59% | 25 |
|
2019
Q2 | $1.31M | Sell |
26,472
-144
| -0.5% | -$7.13K | 0.51% | 26 |
|
2019
Q1 | $1.26M | Sell |
26,616
-396
| -1% | -$18.8K | 0.46% | 25 |
|
2018
Q4 | $1.07M | Buy |
+27,012
| New | +$1.07M | 0.44% | 25 |
|