HFA
HC Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.01M | Buy |
58,578
+563
| +1% | +$77K | 5.36% | 1 |
|
|
2022
Q1 | $10.1M | Buy |
58,015
+217
| +0.4% | +$37.9K | 6.03% | 1 |
|
|
2021
Q4 | $10.3M | Sell |
57,798
-494
| -0.8% | -$87.7K | 5.7% | 1 |
|
|
2021
Q3 | $8.25M | Sell |
58,292
-489
| -0.8% | -$69.2K | 4.95% | 2 |
|
|
2021
Q2 | $8.05M | Sell |
58,781
-1,495
| -2% | -$205K | 4.69% | 2 |
|
|
2021
Q1 | $7.36M | Sell |
60,276
-3,091
| -5% | -$378K | 4.49% | 2 |
|
|
2020
Q4 | $8.41M | Sell |
63,367
-1,788
| -3% | -$237K | 5.39% | 2 |
|
|
2020
Q3 | $7.55M | Buy |
65,155
+46,939
| +258% | +$5.44M | 5.41% | 2 |
|
|
2020
Q2 | $6.65M | Sell |
18,216
-58
| -0.3% | -$21.2K | 5.19% | 2 |
|
|
2020
Q1 | $4.65M | Sell |
18,274
-2,084
| -10% | -$530K | 4.15% | 2 |
|
|
2019
Q4 | $5.98M | Sell |
20,358
-76
| -0.4% | -$22.3K | 4.7% | 2 |
|
|
2019
Q3 | $4.58M | Sell |
20,434
-1,049
| -5% | -$235K | 3.92% | 3 |
|
|
2019
Q2 | $4.25M | Sell |
21,483
-1,196
| -5% | -$237K | 4.24% | 4 |
|
|
2019
Q1 | $4.31M | Buy |
22,679
+612
| +3% | +$116K | 4.52% | 2 |
|
|
2018
Q4 | $3.48M | Sell |
22,067
-666
| -3% | -$105K | 7.77% | 3 |
|
|
2018
Q3 | $5.13M | Sell |
22,733
-263
| -1% | -$59.4K | 4.54% | 2 |
|
|
2018
Q2 | $4.26M | Sell |
22,996
-1,083
| -4% | -$200K | 4.15% | 2 |
|
|
2018
Q1 | $4.04M | Sell |
24,079
-118
| -0.5% | -$19.8K | 3.99% | 3 |
|
|
2017
Q4 | $4.1M | Buy |
+24,197
| New | +$4.1M | 3.96% | 2 |
|