Hart & Patterson Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$895K Sell
3,574
-192
-5% -$48.1K 0.44% 44
2024
Q3
$877K Sell
3,766
-220
-6% -$51.3K 0.42% 44
2024
Q2
$840K Buy
3,986
+156
+4% +$32.9K 0.42% 41
2024
Q1
$657K Sell
3,830
-91
-2% -$15.6K 0.33% 42
2023
Q4
$755K Buy
+3,921
New +$755K 0.39% 36