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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $138M | Buy |
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|
2025
Q2 | $109M | Buy |
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|
2025
Q1 | $117M | Sell |
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|
2024
Q4 | $133M | Sell |
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|
2024
Q3 | $124M | Buy |
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|
2024
Q2 | $111M | Sell |
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|
2024
Q1 | $92.5M | Sell |
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|
2023
Q4 | $105M | Buy |
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|
2023
Q3 | $85.6M | Sell |
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|
2023
Q2 | $108M | Sell |
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|
2023
Q1 | $93.6M | Sell |
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|
2022
Q4 | $74.1M | Sell |
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|
2022
Q3 | $80.2M | Sell |
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|
2022
Q2 | $80.9M | Sell |
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|
2022
Q1 | $105M | Buy |
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|
2021
Q4 | $106M | Sell |
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|
2021
Q3 | $85.6M | Buy |
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|
2021
Q2 | $81.6M | Sell |
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|
2021
Q1 | $72.9M | Sell |
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|
2020
Q4 | $92.2M | Buy |
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|
2020
Q3 | $80M | Sell |
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|
2020
Q2 | $86.6M | Buy |
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|
2020
Q1 | $59M | Sell |
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|
2019
Q4 | $69.2M | Buy |
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|
2019
Q3 | $39.6M | Sell |
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|
2019
Q2 | $47.3M | Buy |
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|
2019
Q1 | $40.2M | Buy |
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|
2018
Q4 | $29.6M | Sell |
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|
2018
Q3 | $42M | Sell |
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|
2018
Q2 | $35.8M | Buy |
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|
2018
Q1 | $31.3M | Sell |
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|
2017
Q4 | $31M | Buy |
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|
2017
Q3 | $28.5M | Sell |
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|
2017
Q2 | $27.1M | Sell |
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|
2017
Q1 | $26.7M | Sell |
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|
2016
Q4 | $23.2M | Buy |
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