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Harmony Asset Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.3M Sell
69,667
-1,165
-2% -$239K 5.35% 2
2025
Q1
$15.7M Sell
70,832
-894
-1% -$199K 6.6% 1
2024
Q4
$18M Sell
71,726
-2,449
-3% -$613K 7.12% 1
2024
Q3
$17.3M Buy
74,175
+1,149
+2% +$268K 6.35% 1
2024
Q2
$15.4M Buy
73,026
+3,803
+5% +$801K 6.45% 1
2024
Q1
$11.9M Sell
69,223
-5,813
-8% -$997K 4.89% 1
2023
Q4
$14.4M Buy
+75,036
New +$14.4M 6.11% 1