HCR Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Buy |
529,406
+1,750
| +0.3% | +$359K | 12.78% | 1 |
|
|
2025
Q1 | $117M | Sell |
527,656
-2,102
| -0.4% | -$467K | 15.26% | 1 |
|
|
2024
Q4 | $133M | Sell |
529,758
-770
| -0.1% | -$193K | 16.62% | 1 |
|
|
2024
Q3 | $124M | Buy |
530,528
+2,816
| +0.5% | +$656K | 16.18% | 1 |
|
|
2024
Q2 | $111M | Sell |
527,712
-11,635
| -2% | -$2.45M | 15.88% | 1 |
|
|
2024
Q1 | $92.5M | Sell |
539,347
-4,852
| -0.9% | -$832K | 14.03% | 1 |
|
|
2023
Q4 | $105M | Buy |
544,199
+44,292
| +9% | +$8.53M | 16.55% | 1 |
|
|
2023
Q3 | $85.6M | Sell |
499,907
-58,409
| -10% | -$10M | 18.77% | 1 |
|
|
2023
Q2 | $108M | Sell |
558,316
-9,283
| -2% | -$1.8M | 20.06% | 1 |
|
|
2023
Q1 | $93.6M | Sell |
567,599
-2,665
| -0.5% | -$439K | 18.53% | 1 |
|
|
2022
Q4 | $74.1M | Sell |
570,264
-9,785
| -2% | -$1.27M | 15.55% | 1 |
|
|
2022
Q3 | $80.2M | Sell |
580,049
-11,829
| -2% | -$1.63M | 17.03% | 1 |
|
|
2022
Q2 | $80.9M | Sell |
591,878
-6,880
| -1% | -$941K | 16.24% | 1 |
|
|
2022
Q1 | $105M | Buy |
598,758
+1,563
| +0.3% | +$273K | 17.09% | 1 |
|
|
2021
Q4 | $106M | Sell |
597,195
-7,527
| -1% | -$1.34M | 16.44% | 1 |
|
|
2021
Q3 | $85.6M | Buy |
604,722
+8,670
| +1% | +$1.23M | 14.28% | 1 |
|
|
2021
Q2 | $81.6M | Sell |
596,052
-562
| -0.1% | -$77K | 14.17% | 1 |
|
|
2021
Q1 | $72.9M | Sell |
596,614
-98,548
| -14% | -$12M | 14.41% | 1 |
|
|
2020
Q4 | $92.2M | Buy |
695,162
+4,456
| +0.6% | +$591K | 19.31% | 1 |
|
|
2020
Q3 | $80M | Sell |
690,706
-260,342
| -27% | -$30.2M | 18.3% | 1 |
|
|
2020
Q2 | $86.6M | Buy |
951,048
+23,360
| +3% | +$2.13M | 20.32% | 1 |
|
|
2020
Q1 | $59M | Sell |
927,688
-15,128
| -2% | -$962K | 16.87% | 1 |
|
|
2019
Q4 | $69.2M | Buy |
942,816
+247,052
| +36% | +$18.1M | 16.79% | 1 |
|
|
2019
Q3 | $39.6M | Sell |
695,764
-259,640
| -27% | -$14.8M | 13.15% | 1 |
|
|
2019
Q2 | $47.3M | Buy |
955,404
+109,044
| +13% | +$5.4M | 13.44% | 1 |
|
|
2019
Q1 | $40.2M | Buy |
846,360
+96,004
| +13% | +$4.56M | 11.54% | 1 |
|
|
2018
Q4 | $29.6M | Sell |
750,356
-2,732
| -0.4% | -$108K | 9.56% | 3 |
|
|
2018
Q3 | $42M | Sell |
753,088
-5,048
| -0.7% | -$282K | 13.69% | 1 |
|
|
2018
Q2 | $35.8M | Buy |
758,136
+12,524
| +2% | +$591K | 11.74% | 1 |
|
|
2018
Q1 | $31.3M | Sell |
745,612
-3,188
| -0.4% | -$134K | 10.85% | 2 |
|
|
2017
Q4 | $31M | Buy |
748,800
+10,152
| +1% | +$420K | 10.83% | 2 |
|
|
2017
Q3 | $28.5M | Sell |
738,648
-14,988
| -2% | -$577K | 11.98% | 2 |
|
|
2017
Q2 | $27.1M | Sell |
753,636
-31,684
| -4% | -$1.14M | 13.4% | 2 |
|
|
2017
Q1 | $26.7M | Sell |
785,320
-58,272
| -7% | -$1.98M | 13.68% | 1 |
|
|
2016
Q4 | $23.2M | Buy |
+843,592
| New | +$23.2M | 12.27% | 1 |
|