HA
HC Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
5,825
-78
| -1% | -$16K | 0.84% | 22 |
|
|
2025
Q1 | $1.31M | Sell |
5,903
-17
| -0.3% | -$3.78K | 0.98% | 21 |
|
|
2024
Q4 | $1.48M | Buy |
5,920
+157
| +3% | +$39.3K | 1.19% | 17 |
|
|
2024
Q3 | $1.34M | Sell |
5,763
-135
| -2% | -$31.5K | 1.1% | 19 |
|
|
2024
Q2 | $1.24M | Sell |
5,898
-13,964
| -70% | -$2.94M | 1.15% | 20 |
|
|
2024
Q1 | $3.41M | Sell |
19,862
-234
| -1% | -$40.1K | 1.62% | 17 |
|
|
2023
Q4 | $3.87M | Sell |
20,096
-1,117
| -5% | -$215K | 2.17% | 11 |
|
|
2023
Q3 | $3.63M | Sell |
21,213
-1,099
| -5% | -$188K | 2.16% | 13 |
|
|
2023
Q2 | $4.33M | Sell |
22,312
-618
| -3% | -$120K | 2.51% | 11 |
|
|
2023
Q1 | $3.78M | Buy |
22,930
+525
| +2% | +$86.6K | 2.34% | 13 |
|
|
2022
Q4 | $2.91M | Buy |
22,405
+8,618
| +63% | +$1.12M | 1.99% | 15 |
|
|
2022
Q3 | $1.91M | Sell |
13,787
-8,196
| -37% | -$1.13M | 1.31% | 18 |
|
|
2022
Q2 | $3.01M | Buy |
21,983
+2,129
| +11% | +$291K | 2.14% | 12 |
|
|
2022
Q1 | $3.47M | Sell |
19,854
-213
| -1% | -$37.2K | 2.2% | 12 |
|
|
2021
Q4 | $3.56M | Sell |
20,067
-819
| -4% | -$145K | 2.19% | 12 |
|
|
2021
Q3 | $2.96M | Sell |
20,886
-159
| -0.8% | -$22.5K | 1.94% | 13 |
|
|
2021
Q2 | $2.88M | Sell |
21,045
-301
| -1% | -$41.2K | 1.77% | 14 |
|
|
2021
Q1 | $2.61M | Buy |
21,346
+225
| +1% | +$27.5K | 1.68% | 14 |
|
|
2020
Q4 | $2.8M | Sell |
21,121
-354
| -2% | -$47K | 1.92% | 14 |
|
|
2020
Q3 | $2.49M | Buy |
21,475
+15,652
| +269% | +$1.81M | 2.01% | 13 |
|
|
2020
Q2 | $2.13M | Sell |
5,823
-3,678
| -39% | -$1.34M | 1.76% | 13 |
|
|
2020
Q1 | $2.42M | Sell |
9,501
-1,721
| -15% | -$438K | 10.52% | 2 |
|
|
2019
Q4 | $3.3M | Buy |
+11,222
| New | +$3.3M | 3.4% | 8 |
|