HCR Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $149M | Buy |
514,279
+3,030
| +0.6% | +$867K | 13.32% | 1 |
|
|
2026
Q1 | $130M | Sell |
511,249
-23,033
| -4% | -$5.99M | 13.45% | 1 |
|
|
2025
Q4 | $145M | Sell |
534,282
-2,548
| -0.5% | -$684K | 14.39% | 1 |
|
|
2025
Q3 | $138M | Buy |
536,830
+7,424
| +1% | +$1.68M | 14.29% | 1 |
|
|
2025
Q2 | $109M | Buy |
529,406
+1,750
| +0.3% | +$353K | 12.78% | 1 |
|
|
2025
Q1 | $117M | Sell |
527,656
-2,102
| -0.4% | -$487K | 15.26% | 1 |
|
|
2024
Q4 | $133M | Sell |
529,758
-770
| -0.1% | -$181K | 16.62% | 1 |
|
|
2024
Q3 | $124M | Buy |
530,528
+2,816
| +0.5% | +$629K | 16.18% | 1 |
|
|
2024
Q2 | $111M | Sell |
527,712
-11,635
| -2% | -$2.17M | 15.88% | 1 |
|
|
2024
Q1 | $92.5M | Sell |
539,347
-4,852
| -0.9% | -$882K | 14.03% | 1 |
|
|
2023
Q4 | $105M | Buy |
544,199
+44,292
| +9% | +$8.18M | 16.55% | 1 |
|
|
2023
Q3 | $85.6M | Sell |
499,907
-58,409
| -10% | -$10.7M | 18.77% | 1 |
|
|
2023
Q2 | $108M | Sell |
558,316
-9,283
| -2% | -$1.62M | 20.06% | 1 |
|
|
2023
Q1 | $93.6M | Sell |
567,599
-2,665
| -0.5% | -$393K | 18.53% | 1 |
|
|
2022
Q4 | $74.1M | Sell |
570,264
-9,785
| -2% | -$1.4M | 15.55% | 1 |
|
|
2022
Q3 | $80.2M | Sell |
580,049
-11,829
| -2% | -$1.86M | 17.03% | 1 |
|
|
2022
Q2 | $80.9M | Sell |
591,878
-6,880
| -1% | -$1.04M | 16.24% | 1 |
|
|
2022
Q1 | $105M | Buy |
598,758
+1,563
| +0.3% | +$263K | 17.09% | 1 |
|
|
2021
Q4 | $106M | Sell |
597,195
-7,527
| -1% | -$1.19M | 16.44% | 1 |
|
|
2021
Q3 | $85.6M | Buy |
604,722
+8,670
| +1% | +$1.28M | 14.28% | 1 |
|
|
2021
Q2 | $81.6M | Sell |
596,052
-562
| -0.1% | -$72.8K | 14.17% | 1 |
|
|
2021
Q1 | $72.9M | Sell |
596,614
-98,548
| -14% | -$12.6M | 14.41% | 1 |
|
|
2020
Q4 | $92.2M | Buy |
695,162
+4,456
| +0.6% | +$536K | 19.31% | 1 |
|
|
2020
Q3 | $80M | Sell |
690,706
-260,342
| -27% | -$28.4M | 18.3% | 1 |
|
|
2020
Q2 | $86.6M | Buy |
951,048
+23,360
| +3% | +$1.81M | 20.32% | 1 |
|
|
2020
Q1 | $59M | Sell |
927,688
-15,128
| -2% | -$1.11M | 16.87% | 1 |
|
|
2019
Q4 | $69.2M | Buy |
942,816
+247,052
| +36% | +$15.9M | 16.79% | 1 |
|
|
2019
Q3 | $39.6M | Sell |
695,764
-259,640
| -27% | -$13.6M | 13.15% | 1 |
|
|
2019
Q2 | $47.3M | Buy |
955,404
+109,044
| +13% | +$5.31M | 13.44% | 1 |
|
|
2019
Q1 | $40.2M | Buy |
846,360
+96,004
| +13% | +$4.07M | 11.54% | 1 |
|
|
2018
Q4 | $29.6M | Sell |
750,356
-2,732
| -0.4% | -$132K | 9.56% | 3 |
|
|
2018
Q3 | $42M | Sell |
753,088
-5,048
| -0.7% | -$263K | 13.69% | 1 |
|
|
2018
Q2 | $35.8M | Buy |
758,136
+12,524
| +2% | +$568K | 11.74% | 1 |
|
|
2018
Q1 | $31.3M | Sell |
745,612
-3,188
| -0.4% | -$137K | 10.85% | 2 |
|
|
2017
Q4 | $31M | Buy |
748,800
+10,152
| +1% | +$424K | 10.83% | 2 |
|
|
2017
Q3 | $28.5M | Sell |
738,648
-14,988
| -2% | -$581K | 11.98% | 2 |
|
|
2017
Q2 | $27.1M | Sell |
753,636
-31,684
| -4% | -$1.17M | 13.4% | 2 |
|
|
2017
Q1 | $26.7M | Sell |
785,320
-58,272
| -7% | -$1.92M | 13.68% | 1 |
|
|
2016
Q4 | $23.2M | Buy |
+843,592
| New | +$23.9M | 12.27% | 1 |
|
Other funds holding AAPL
CRM
CNB
P
WT
QCM
AAMU