Harvest Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
3,718
+1,600
| +76% | +$328K | 0.49% | 52 |
|
|
2025
Q1 | $470K | Sell |
2,118
-289
| -12% | -$64.2K | 0.34% | 51 |
|
|
2024
Q4 | $603K | Sell |
2,407
-1,236
| -34% | -$310K | 0.42% | 53 |
|
|
2024
Q3 | $849K | Sell |
3,643
-6,551
| -64% | -$1.53M | 0.58% | 51 |
|
|
2024
Q2 | $2.15M | Sell |
10,194
-240
| -2% | -$50.5K | 1.58% | 12 |
|
|
2024
Q1 | $1.79M | Buy |
10,434
+55
| +0.5% | +$9.43K | 1.34% | 21 |
|
|
2023
Q4 | $2M | Sell |
10,379
-51
| -0.5% | -$9.82K | 1.6% | 10 |
|
|
2023
Q3 | $1.79M | Sell |
10,430
-163
| -2% | -$27.9K | 1.6% | 9 |
|
|
2023
Q2 | $2.05M | Sell |
10,593
-120
| -1% | -$23.3K | 1.76% | 9 |
|
|
2023
Q1 | $1.77M | Sell |
10,713
-60
| -0.6% | -$9.89K | 1.57% | 9 |
|
|
2022
Q4 | $1.4M | Buy |
+10,773
| New | +$1.4M | 1.31% | 25 |
|