HBK Sorce Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $86.6M | Buy |
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|
2025
Q2 | $69.7M | Buy |
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|
2025
Q1 | $75M | Buy |
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|
2024
Q4 | $83.6M | Buy |
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|
2024
Q3 | $76.5M | Sell |
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|
2024
Q2 | $70.2M | Sell |
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|
2024
Q1 | $58.5M | Buy |
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|
2023
Q4 | $62.7M | Sell |
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|
2023
Q3 | $57.4M | Buy |
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|
2023
Q2 | $64.8M | Sell |
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|
2023
Q1 | $55.7M | Sell |
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|
2022
Q4 | $86M | Buy |
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|
2022
Q3 | $47.2M | Buy |
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|
2022
Q2 | $38.1M | Sell |
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|
2022
Q1 | $58.8M | Sell |
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|
2021
Q4 | $63.8M | Buy |
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|
2021
Q3 | $48.5M | Buy |
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|
2021
Q2 | $46.4M | Buy |
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|
2021
Q1 | $40.2M | Sell |
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|
2020
Q4 | $46.3M | Sell |
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|
2020
Q3 | $41.8M | Sell |
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|
2020
Q2 | $34.3M | Buy |
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|
2020
Q1 | $20.9M | Sell |
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|
2019
Q4 | $25.1M | Buy |
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|
2019
Q3 | $17.6M | Sell |
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|
2019
Q2 | $16.4M | Sell |
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|
2019
Q1 | $17.3M | Buy |
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|
2018
Q4 | $13.5M | Buy |
|
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|
2018
Q3 | $18.1M | Sell |
|
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|
2018
Q2 | $14.9M | Buy |
|
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|
2018
Q1 | $13.1M | Sell |
|
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|
2017
Q4 | $14M | Buy |
|
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|
2017
Q3 | $10.1M | Buy |
|
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|
2017
Q2 | $9.35M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7.37M | Buy |
|
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|
2016
Q3 | $7.09M | Buy |
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|
2016
Q2 | $5.58M | Buy |
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|
2016
Q1 | $5.57M | Buy |
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|
2015
Q4 | $3.96M | Buy |
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|
2015
Q3 | $3.91M | Buy |
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|
2015
Q2 | $3.79M | Buy |
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|
2015
Q1 | $3.74M | Buy |
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|
2014
Q4 | $3.12M | Buy |
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|
2014
Q3 | $2.68M | Buy |
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|
2014
Q2 | $2.46M | Sell |
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|
2014
Q1 | $2.16M | Buy |
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|
2013
Q4 | $2.18M | Sell |
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|
2013
Q3 | $1.99M | Sell |
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|
2013
Q2 | $3.41M | Buy |
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