HAM
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 |
|