Heartwood 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 | $5.18M | Sell |
|
|||||
|
2025
Q2 | $4.25M | Buy |
|
|||||
|
2025
Q1 | $4.53M | Sell |
|
|||||
|
2024
Q4 | $5.16M | Sell |
|
|||||
|
2024
Q3 | $5.1M | Sell |
|
|||||
|
2024
Q2 | $4.72M | Buy |
|
|||||
|
2024
Q1 | $2.29M | Buy |
|
|||||
|
2023
Q4 | $2.56M | Buy |
|
|||||
|
2023
Q3 | $1.8M | Sell |
|
|||||
|
2023
Q2 | $2.65M | Buy |
|
|||||
|
2023
Q1 | $2.06M | Buy |
|
|||||
|
2022
Q4 | $1.58M | Buy |
|
|||||
|
2022
Q3 | $1.31M | Buy |
|
|||||
|
2022
Q2 | $1.28M | Sell |
|
|||||
|
2022
Q1 | $1.73M | Buy |
|
|||||
|
2021
Q4 | $1.2M | Buy |
|
|||||
|
2021
Q3 | $952K | Buy |
|
|||||
|
2021
Q2 | $689K | Hold |
|
|||||
|
2021
Q1 | $614K | Sell |
|
|||||
|
2020
Q4 | $710K | Sell |
|
|||||
|
2020
Q3 | $624K | Hold |
|
|||||
|
2020
Q2 | $491K | Sell |
|
|||||
|
2020
Q1 | $369K | Buy |
|
|||||
|
2019
Q4 | $346K | Buy |
|