HBW
Hazlett, Burt & Watson’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
58,742
+4,010
| +7% | +$823K | 4.94% | 1 |
|
|
2025
Q1 | $12.2M | Sell |
54,732
-1,108
| -2% | -$246K | 5.46% | 1 |
|
|
2024
Q4 | $14M | Buy |
55,840
+3,650
| +7% | +$914K | 6.19% | 1 |
|
|
2024
Q3 | $12.2M | Buy |
52,190
+374
| +0.7% | +$87.2K | 5.6% | 1 |
|
|
2024
Q2 | $10.9M | Buy |
51,816
+253
| +0.5% | +$53.3K | 5.62% | 1 |
|
|
2024
Q1 | $8.84M | Sell |
51,563
-200
| -0.4% | -$34.3K | 5.3% | 3 |
|
|
2023
Q4 | $9.97M | Buy |
51,763
+734
| +1% | +$141K | 6.71% | 1 |
|
|
2023
Q3 | $8.74M | Sell |
51,029
-7,995
| -14% | -$1.37M | 6.51% | 1 |
|
|
2023
Q2 | $11.5M | Sell |
59,024
-90
| -0.2% | -$17.5K | 8.54% | 1 |
|
|
2023
Q1 | $9.75M | Sell |
59,114
-2,899
| -5% | -$478K | 7.97% | 1 |
|
|
2022
Q4 | $8.06M | Sell |
62,013
-770
| -1% | -$100K | 7.08% | 2 |
|
|
2022
Q3 | $8.68M | Sell |
62,783
-20
| -0% | -$2.77K | 8.4% | 1 |
|
|
2022
Q2 | $8.59M | Sell |
62,803
-495
| -0.8% | -$67.7K | 7.87% | 1 |
|
|
2022
Q1 | $11.1M | Buy |
+63,298
| New | +$11.1M | 8.76% | 1 |
|