Heartland Bank & Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
58,899
-3,945
| -6% | -$809K | 5.66% | 3 |
|
|
2025
Q1 | $14M | Buy |
62,844
+10,736
| +21% | +$2.38M | 7.17% | 2 |
|
|
2024
Q4 | $13M | Buy |
52,108
+1,089
| +2% | +$273K | 7.09% | 2 |
|
|
2024
Q3 | $11.9M | Buy |
51,019
+218
| +0.4% | +$50.8K | 6.41% | 3 |
|
|
2024
Q2 | $10.7M | Buy |
50,801
+4,069
| +9% | +$857K | 6.07% | 3 |
|
|
2024
Q1 | $8.01M | Sell |
46,732
-3,210
| -6% | -$550K | 4.66% | 4 |
|
|
2023
Q4 | $9.62M | Sell |
49,942
-3,224
| -6% | -$621K | 6.62% | 3 |
|
|
2023
Q3 | $9.1M | Sell |
53,166
-108
| -0.2% | -$18.5K | 7.18% | 1 |
|
|
2023
Q2 | $10.3M | Sell |
53,274
-4,023
| -7% | -$780K | 8.08% | 1 |
|
|
2023
Q1 | $9.45M | Buy |
57,297
+448
| +0.8% | +$73.9K | 7.14% | 1 |
|
|
2022
Q4 | $7.39M | Sell |
56,849
-2,086
| -4% | -$271K | 5.45% | 2 |
|
|
2022
Q3 | $8.15M | Sell |
58,935
-1,976
| -3% | -$273K | 7.79% | 1 |
|
|
2022
Q2 | $8.33M | Buy |
60,911
+1,633
| +3% | +$223K | 7.38% | 1 |
|
|
2022
Q1 | $10.4M | Buy |
59,278
+4,629
| +8% | +$808K | 7.84% | 1 |
|
|
2021
Q4 | $9.7M | Buy |
54,649
+1,328
| +2% | +$236K | 7.19% | 1 |
|
|
2021
Q3 | $7.55M | Buy |
53,321
+776
| +1% | +$110K | 6.5% | 2 |
|
|
2021
Q2 | $7.2M | Sell |
52,545
-6,892
| -12% | -$944K | 6.63% | 1 |
|
|
2021
Q1 | $7.26M | Sell |
59,437
-6,901
| -10% | -$843K | 6.64% | 1 |
|
|
2020
Q4 | $8.8M | Buy |
+66,338
| New | +$8.8M | 7.82% | 1 |
|