HIC
Harvey Investment Company’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Hold |
13,327
| – | – | 0.3% | 45 |
|
|
2025
Q1 | $2.96M | Sell |
13,327
-221
| -2% | -$49.1K | 0.33% | 44 |
|
|
2024
Q4 | $3.39M | Hold |
13,548
| – | – | 0.39% | 41 |
|
|
2024
Q3 | $3.16M | Sell |
13,548
-177
| -1% | -$41.2K | 0.36% | 46 |
|
|
2024
Q2 | $2.89M | Sell |
13,725
-56
| -0.4% | -$11.8K | 0.35% | 47 |
|
|
2024
Q1 | $2.36M | Buy |
13,781
+5
| +0% | +$857 | 0.27% | 48 |
|
|
2023
Q4 | $2.65M | Sell |
13,776
-40
| -0.3% | -$7.7K | 0.32% | 48 |
|
|
2023
Q3 | $2.37M | Sell |
13,816
-1,000
| -7% | -$171K | 0.31% | 49 |
|
|
2023
Q2 | $2.87M | Buy |
14,816
+74
| +0.5% | +$14.4K | 0.38% | 46 |
|
|
2023
Q1 | $2.43M | Sell |
14,742
-1,400
| -9% | -$231K | 0.3% | 49 |
|
|
2022
Q4 | $2.1M | Buy |
16,142
+2,450
| +18% | +$318K | 0.27% | 51 |
|
|
2022
Q3 | $1.89M | Sell |
13,692
-160
| -1% | -$22.1K | 0.27% | 51 |
|
|
2022
Q2 | $1.89M | Sell |
13,852
-1,300
| -9% | -$178K | 0.27% | 50 |
|
|
2022
Q1 | $2.65M | Buy |
15,152
+1,300
| +9% | +$227K | 0.32% | 48 |
|
|
2021
Q4 | $2.46M | Hold |
13,852
| – | – | 0.28% | 48 |
|
|
2021
Q3 | $1.96M | Hold |
13,852
| – | – | 0.25% | 50 |
|
|
2021
Q2 | $1.9M | Hold |
13,852
| – | – | 0.25% | 50 |
|
|
2021
Q1 | $1.69M | Sell |
13,852
-500
| -3% | -$61.1K | 0.24% | 51 |
|
|
2020
Q4 | $1.9M | Hold |
14,352
| – | – | 0.27% | 48 |
|
|
2020
Q3 | $1.66M | Buy |
14,352
+10,764
| +300% | +$1.25M | 0.26% | 48 |
|
|
2020
Q2 | $1.31M | Buy |
3,588
+265
| +8% | +$96.7K | 0.22% | 56 |
|
|
2020
Q1 | $845K | Sell |
3,323
-600
| -15% | -$153K | 0.17% | 63 |
|
|
2019
Q4 | $1.15M | Buy |
3,923
+482
| +14% | +$142K | 0.18% | 59 |
|
|
2019
Q3 | $771K | Hold |
3,441
| – | – | 0.13% | 61 |
|
|
2019
Q2 | $681K | Hold |
3,441
| – | – | 0.11% | 60 |
|
|
2019
Q1 | $654K | Buy |
3,441
+64
| +2% | +$12.2K | 0.11% | 60 |
|
|
2018
Q4 | $533K | Hold |
3,377
| – | – | 0.1% | 62 |
|
|
2018
Q3 | $762K | Sell |
3,377
-237
| -7% | -$53.5K | 0.13% | 60 |
|
|
2018
Q2 | $669K | Buy |
3,614
+1,237
| +52% | +$229K | 0.12% | 62 |
|
|
2018
Q1 | $399K | Hold |
2,377
| – | – | 0.07% | 68 |
|
|
2017
Q4 | $402K | Hold |
2,377
| – | – | 0.07% | 68 |
|
|
2017
Q3 | $366K | Hold |
2,377
| – | – | 0.07% | 66 |
|
|
2017
Q2 | $342K | Hold |
2,377
| – | – | 0.07% | 69 |
|
|
2017
Q1 | $341K | Buy |
2,377
+260
| +12% | +$37.3K | 0.07% | 70 |
|
|
2016
Q4 | $245K | Hold |
2,117
| – | – | 0.05% | 75 |
|
|
2016
Q3 | $239K | Buy |
+2,117
| New | +$239K | 0.05% | 75 |
|