HFM
Hartford Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
61,895
+1,126
| +2% | +$231K | 3.47% | 6 |
|
|
2025
Q1 | $13.5M | Sell |
60,769
-723
| -1% | -$161K | 2.79% | 4 |
|
|
2024
Q4 | $15.4M | Buy |
61,492
+1,482
| +2% | +$371K | 3.15% | 3 |
|
|
2024
Q3 | $14M | Sell |
60,010
-2,169
| -3% | -$505K | 2.86% | 3 |
|
|
2024
Q2 | $13.1M | Buy |
62,179
+254
| +0.4% | +$53.5K | 2.81% | 4 |
|
|
2024
Q1 | $10.6M | Buy |
61,925
+936
| +2% | +$161K | 2.24% | 7 |
|
|
2023
Q4 | $11.7M | Sell |
60,989
-1,357
| -2% | -$261K | 2.66% | 3 |
|
|
2023
Q3 | $10.7M | Sell |
62,346
-88
| -0.1% | -$15.1K | 2.73% | 3 |
|
|
2023
Q2 | $12.1M | Sell |
62,434
-972
| -2% | -$189K | 2.99% | 2 |
|
|
2023
Q1 | $10.5M | Sell |
63,406
-547
| -0.9% | -$90.2K | 2.7% | 2 |
|
|
2022
Q4 | $8.31M | Sell |
63,953
-558
| -0.9% | -$72.5K | 2.2% | 4 |
|
|
2022
Q3 | $8.92M | Sell |
64,511
-1,190
| -2% | -$164K | 2.62% | 2 |
|
|
2022
Q2 | $8.98M | Sell |
65,701
-1,215
| -2% | -$166K | 2.49% | 2 |
|
|
2022
Q1 | $11.7M | Sell |
66,916
-321
| -0.5% | -$56K | 2.82% | 2 |
|
|
2021
Q4 | $11.9M | Sell |
67,237
-488
| -0.7% | -$86.7K | 2.78% | 2 |
|
|
2021
Q3 | $9.58M | Sell |
67,725
-1,163
| -2% | -$165K | 2.44% | 4 |
|
|
2021
Q2 | $9.44M | Sell |
68,888
-427
| -0.6% | -$58.5K | 2.34% | 3 |
|
|
2021
Q1 | $8.47M | Sell |
69,315
-809
| -1% | -$98.8K | 2.1% | 6 |
|
|
2020
Q4 | $9.31M | Sell |
70,124
-2,401
| -3% | -$319K | 2.47% | 4 |
|
|
2020
Q3 | $8.4M | Buy |
72,525
+53,851
| +288% | +$6.24M | 2.49% | 4 |
|
|
2020
Q2 | $6.81M | Buy |
18,674
+2,064
| +12% | +$753K | 2.18% | 5 |
|
|
2020
Q1 | $4.22M | Sell |
16,610
-1,292
| -7% | -$329K | 1.69% | 13 |
|
|
2019
Q4 | $5.26M | Sell |
17,902
-278
| -2% | -$81.6K | 1.64% | 15 |
|
|
2019
Q3 | $4.07M | Buy |
18,180
+2,876
| +19% | +$644K | 1.36% | 21 |
|
|
2019
Q2 | $3.03M | Buy |
15,304
+170
| +1% | +$33.6K | 1.01% | 29 |
|
|
2019
Q1 | $2.88M | Buy |
15,134
+2,914
| +24% | +$554K | 0.98% | 31 |
|
|
2018
Q4 | $1.93M | Buy |
12,220
+2,114
| +21% | +$334K | 0.74% | 49 |
|
|
2018
Q3 | $2.28M | Buy |
10,106
+380
| +4% | +$85.8K | 0.77% | 42 |
|
|
2018
Q2 | $1.8M | Sell |
9,726
-324
| -3% | -$60K | 0.64% | 51 |
|
|
2018
Q1 | $1.69M | Sell |
10,050
-275
| -3% | -$46.1K | 0.85% | 38 |
|
|
2017
Q4 | $1.75M | Buy |
10,325
+4
| +0% | +$677 | 0.86% | 40 |
|
|
2017
Q3 | $1.59M | Sell |
10,321
-987
| -9% | -$152K | 0.81% | 44 |
|
|
2017
Q2 | $1.63M | Buy |
11,308
+1,255
| +12% | +$181K | 0.73% | 44 |
|
|
2017
Q1 | $1.44M | Buy |
10,053
+730
| +8% | +$105K | 0.87% | 39 |
|
|
2016
Q4 | $1.08M | Sell |
9,323
-1,258
| -12% | -$146K | 0.64% | 58 |
|
|
2016
Q3 | $1.2M | Buy |
10,581
+90
| +0.9% | +$10.2K | 0.73% | 47 |
|
|
2016
Q2 | $1M | Buy |
10,491
+28
| +0.3% | +$2.67K | 0.6% | 57 |
|
|
2016
Q1 | $1.14M | Buy |
10,463
+260
| +3% | +$28.3K | 0.71% | 47 |
|
|
2015
Q4 | $1.07M | Buy |
10,203
+880
| +9% | +$92.6K | 0.67% | 48 |
|
|
2015
Q3 | $1.03M | Buy |
9,323
+590
| +7% | +$65.1K | 0.69% | 47 |
|
|
2015
Q2 | $1.1M | Sell |
8,733
-294
| -3% | -$36.9K | 0.64% | 54 |
|
|
2015
Q1 | $1.12M | Buy |
9,027
+105
| +1% | +$13.1K | 0.69% | 55 |
|
|
2014
Q4 | $984K | Buy |
8,922
+6
| +0.1% | +$662 | 0.61% | 59 |
|
|
2014
Q3 | $898K | Sell |
8,916
-493
| -5% | -$49.7K | 0.54% | 69 |
|
|
2014
Q2 | $874K | Buy |
9,409
+8,074
| +605% | +$750K | 0.53% | 65 |
|
|
2014
Q1 | $716K | Buy |
1,335
+229
| +21% | +$123K | 0.47% | 69 |
|
|
2013
Q4 | $620K | Sell |
1,106
-7
| -0.6% | -$3.92K | 0.4% | 72 |
|
|
2013
Q3 | $530K | Buy |
1,113
+8
| +0.7% | +$3.81K | 0.37% | 73 |
|
|
2013
Q2 | $438K | Buy |
+1,105
| New | +$438K | 0.3% | 82 |
|