HWM
Hassell Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
1,730
-430
| -20% | -$92.1K | 0.14% | 24 |
|
|
2025
Q1 | $437K | Sell |
2,160
-49
| -2% | -$9.92K | 0.19% | 23 |
|
|
2024
Q4 | $526K | Buy |
2,209
+1
| +0% | +$238 | 0.21% | 23 |
|
|
2024
Q3 | $499K | Buy |
2,208
+2
| +0.1% | +$452 | 0.21% | 23 |
|
|
2024
Q2 | $483K | Hold |
2,206
| – | – | 0.22% | 23 |
|
|
2024
Q1 | $368K | Buy |
+2,206
| New | +$368K | 0.23% | 22 |
|