HBC Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.61M | Hold |
10,413
| – | – | 1.6% | 8 |
|
|
2024
Q3 | $2.4M | Buy |
10,413
+48
| +0.5% | +$11K | 1.46% | 9 |
|
|
2024
Q2 | $2.26M | Buy |
10,365
+138
| +1% | +$30.1K | 1.44% | 9 |
|
|
2024
Q1 | $1.73M | Buy |
+10,227
| New | +$1.73M | 1.17% | 10 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$5K | – | 174 |
|
|
2022
Q4 | $5K | Sell |
51
-204
| -80% | -$20K | ﹤0.01% | 125 |
|
|
2022
Q3 | $21K | Sell |
255
-193
| -43% | -$15.9K | 0.02% | 85 |
|
|
2022
Q2 | $40K | Hold |
448
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $48K | Buy |
448
+80
| +22% | +$8.57K | 0.03% | 63 |
|
|
2021
Q4 | $59K | Sell |
368
-12,334
| -97% | -$1.98M | 0.04% | 51 |
|
|
2021
Q3 | $1.82M | Buy |
12,702
+82
| +0.6% | +$11.7K | 1.21% | 10 |
|
|
2021
Q2 | $1.8M | Sell |
12,620
-419
| -3% | -$59.7K | 1.21% | 11 |
|
|
2021
Q1 | $1.75M | Sell |
13,039
-50
| -0.4% | -$6.73K | 1.21% | 10 |
|
|
2020
Q4 | $1.71M | Sell |
13,089
-825
| -6% | -$108K | 1.33% | 10 |
|
|
2020
Q3 | $1.62M | Sell |
13,914
-1,170
| -8% | -$136K | 1.36% | 10 |
|
|
2020
Q2 | $1.47M | Sell |
15,084
-60
| -0.4% | -$5.86K | 1.32% | 10 |
|
|
2020
Q1 | $912K | Sell |
15,144
-4,700
| -24% | -$283K | 1.03% | 11 |
|
|
2019
Q4 | $1.48M | Buy |
+19,844
| New | +$1.48M | 1.28% | 10 |
|