HBW Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.83M | Buy |
47,935
+10,354
| +28% | +$2.12M | 1.21% | 15 |
|
|
2025
Q1 | $8.35M | Sell |
37,581
-4,545
| -11% | -$1.01M | 1.19% | 18 |
|
|
2024
Q4 | $10.5M | Buy |
42,126
+7,752
| +23% | +$1.94M | 1.08% | 13 |
|
|
2024
Q3 | $8.01M | Buy |
34,374
+1,876
| +6% | +$437K | 1.17% | 17 |
|
|
2024
Q2 | $6.84M | Sell |
32,498
-13,848
| -30% | -$2.92M | 1.14% | 12 |
|
|
2024
Q1 | $8.92M | Hold |
46,346
| – | – | 1.67% | 6 |
|
|
2023
Q4 | $8.92M | Sell |
46,346
-808
| -2% | -$156K | 1.67% | 6 |
|
|
2023
Q3 | $8.07M | Sell |
47,154
-5,584
| -11% | -$956K | 1.69% | 5 |
|
|
2023
Q2 | $10.2M | Buy |
52,738
+6,182
| +13% | +$1.2M | 2.22% | 4 |
|
|
2023
Q1 | $7.67M | Sell |
46,556
-1,826
| -4% | -$301K | 1.91% | 3 |
|
|
2022
Q4 | $6.29M | Sell |
48,382
-3
| -0% | -$390 | 1.66% | 6 |
|
|
2022
Q3 | $6.69M | Sell |
48,385
-1,621
| -3% | -$224K | 1.87% | 5 |
|
|
2022
Q2 | $6.84M | Buy |
50,006
+10,171
| +26% | +$1.39M | 1.77% | 5 |
|
|
2022
Q1 | $6.96M | Sell |
39,835
-19,105
| -32% | -$3.34M | 2.44% | 4 |
|
|
2021
Q4 | $10.5M | Sell |
58,940
-340
| -0.6% | -$60.4K | 2.43% | 3 |
|
|
2021
Q3 | $8.39M | Buy |
59,280
+934
| +2% | +$132K | 2.17% | 5 |
|
|
2021
Q2 | $7.99M | Buy |
58,346
+243
| +0.4% | +$33.3K | 2.1% | 4 |
|
|
2021
Q1 | $7.1M | Buy |
58,103
+1,860
| +3% | +$227K | 1.89% | 5 |
|
|
2020
Q4 | $7.46M | Buy |
56,243
+5,946
| +12% | +$789K | 2.27% | 3 |
|
|
2020
Q3 | $5.83M | Sell |
50,297
-5,287
| -10% | -$612K | 2.39% | 2 |
|
|
2020
Q2 | $5.07M | Buy |
55,584
+3,736
| +7% | +$341K | 2.35% | 4 |
|
|
2020
Q1 | $3.37M | Sell |
51,848
-356
| -0.7% | -$23.1K | 2.43% | 7 |
|
|
2019
Q4 | $3.89M | Buy |
+52,204
| New | +$3.89M | 2.27% | 10 |
|