HIS
Harvest Investment Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
16,255
+2,722
| +20% | +$558K | 0.75% | 27 |
|
|
2025
Q1 | $3.01M | Buy |
13,533
+715
| +6% | +$159K | 0.84% | 23 |
|
|
2024
Q4 | $3.21M | Sell |
12,818
-2,845
| -18% | -$712K | 0.79% | 34 |
|
|
2024
Q3 | $3.65M | Buy |
15,663
+3,255
| +26% | +$758K | 1.17% | 21 |
|
|
2024
Q2 | $2.61M | Sell |
12,408
-755
| -6% | -$159K | 1.04% | 28 |
|
|
2024
Q1 | $2.26M | Sell |
13,163
-2,335
| -15% | -$400K | 0.91% | 30 |
|
|
2023
Q4 | $2.98M | Buy |
15,498
+44
| +0.3% | +$8.47K | 1.37% | 15 |
|
|
2023
Q3 | $2.65M | Buy |
15,454
+1,962
| +15% | +$336K | 1.7% | 14 |
|
|
2023
Q2 | $2.62M | Buy |
13,492
+212
| +2% | +$41.1K | 1.49% | 12 |
|
|
2023
Q1 | $2.19M | Buy |
13,280
+577
| +5% | +$95.1K | 1.69% | 14 |
|
|
2022
Q4 | $1.65M | Sell |
12,703
-1,527
| -11% | -$198K | 1.76% | 13 |
|
|
2022
Q3 | $1.97M | Buy |
14,230
+249
| +2% | +$34.4K | 2.41% | 8 |
|
|
2022
Q2 | $1.91M | Sell |
13,981
-19
| -0.1% | -$2.6K | 1.46% | 21 |
|
|
2022
Q1 | $2.44M | Sell |
14,000
-671
| -5% | -$117K | 1.46% | 15 |
|
|
2021
Q4 | $2.61M | Sell |
14,671
-3,517
| -19% | -$624K | 1.1% | 17 |
|
|
2021
Q3 | $2.57M | Sell |
18,188
-460
| -2% | -$65.1K | 1.05% | 15 |
|
|
2021
Q2 | $2.55M | Buy |
18,648
+196
| +1% | +$26.8K | 1.07% | 15 |
|
|
2021
Q1 | $2.25M | Sell |
18,452
-1,072
| -5% | -$131K | 1.01% | 21 |
|
|
2020
Q4 | $2.59M | Sell |
19,524
-1,497
| -7% | -$199K | 1.33% | 13 |
|
|
2020
Q3 | $2.43M | Buy |
21,021
+15,519
| +282% | +$1.8M | 1.39% | 10 |
|
|
2020
Q2 | $2.01M | Buy |
5,502
+1,674
| +44% | +$611K | 1.19% | 17 |
|
|
2020
Q1 | $973K | Sell |
3,828
-787
| -17% | -$200K | 1.3% | 18 |
|
|
2019
Q4 | $1.36M | Sell |
4,615
-461
| -9% | -$135K | 0.72% | 32 |
|
|
2019
Q3 | $1.14M | Buy |
5,076
+1,645
| +48% | +$369K | 0.57% | 43 |
|
|
2019
Q2 | $691K | Buy |
3,431
+235
| +7% | +$47.3K | 0.39% | 64 |
|
|
2019
Q1 | $611K | Buy |
3,196
+1,092
| +52% | +$209K | 0.35% | 66 |
|
|
2018
Q4 | $325K | Buy |
+2,104
| New | +$325K | 0.3% | 72 |
|