HBC Financial Services’s Apple AAPL Stock Holding History

HBC Financial Services’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.61M	Hold	10,413	–	–	1.6%	8
2024 Q3	$2.4M	Buy	10,413 +48	+0.5%	+$10.7K	1.46%	9
2024 Q2	$2.26M	Buy	10,365 +138	+1%	+$25.7K	1.44%	9
2024 Q1	$1.73M	Buy	+10,227	New	+$1.86M	1.17%	10
2023 Q1	–	Sell	-51	Closed	-$5K	–	174
2022 Q4	$5K	Sell	51 -204	-80%	-$29.2K	﹤0.01%	125
2022 Q3	$21K	Sell	255 -193	-43%	-$30.3K	0.02%	85
2022 Q2	$40K	Hold	448	–	–	0.03%	69
2022 Q1	$48K	Buy	448 +80	+22%	+$13.5K	0.03%	63
2021 Q4	$59K	Sell	368 -12,334	-97%	-$1.95M	0.04%	51
2021 Q3	$1.82M	Buy	12,702 +82	+0.6%	+$12.1K	1.21%	10
2021 Q2	$1.8M	Sell	12,620 -419	-3%	-$54.3K	1.21%	11
2021 Q1	$1.75M	Sell	13,039 -50	-0.4%	-$6.42K	1.21%	10
2020 Q4	$1.71M	Sell	13,089 -825	-6%	-$99.2K	1.33%	10
2020 Q3	$1.62M	Sell	13,914 -1,170	-8%	-$128K	1.36%	10
2020 Q2	$1.47M	Sell	15,084 -60	-0.4%	-$4.65K	1.32%	10
2020 Q1	$912K	Sell	15,144 -4,700	-24%	-$346K	1.03%	11
2019 Q4	$1.48M	Buy	+19,844	New	+$1.28M	1.28%	10

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return