HB Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262M | Sell |
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|
2025
Q1 | $338M | Buy |
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|
2024
Q4 | $304M | Buy |
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|
2024
Q3 | $273M | Buy |
|
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|
2024
Q2 | $235M | Buy |
|
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|
2024
Q1 | $180M | Buy |
|
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|
2023
Q4 | $178M | Buy |
|
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|
2023
Q3 | $155M | Buy |
|
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|
2023
Q2 | $164M | Sell |
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|
2023
Q1 | $140M | Buy |
|
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|
2022
Q4 | $108M | Buy |
|
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|
2022
Q3 | $97.3M | Buy |
|
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|
2022
Q2 | $92.2M | Buy |
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|
2022
Q1 | $100M | Buy |
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|
2021
Q4 | $86.7M | Buy |
|