HWA
Heartwood Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
20,724
+347
| +2% | +$71.2K | 0.44% | 39 |
|
|
2025
Q1 | $4.53M | Sell |
20,377
-210
| -1% | -$46.6K | 0.52% | 35 |
|
|
2024
Q4 | $5.16M | Sell |
20,587
-1,280
| -6% | -$321K | 0.58% | 30 |
|
|
2024
Q3 | $5.1M | Sell |
21,867
-557
| -2% | -$130K | 0.56% | 31 |
|
|
2024
Q2 | $4.72M | Buy |
22,424
+9,096
| +68% | +$1.92M | 0.56% | 30 |
|
|
2024
Q1 | $2.29M | Buy |
13,328
+12
| +0.1% | +$2.06K | 0.28% | 39 |
|
|
2023
Q4 | $2.56M | Buy |
13,316
+2,807
| +27% | +$540K | 0.34% | 35 |
|
|
2023
Q3 | $1.8M | Sell |
10,509
-3,159
| -23% | -$541K | 0.27% | 38 |
|
|
2023
Q2 | $2.65M | Buy |
13,668
+1,178
| +9% | +$228K | 0.38% | 36 |
|
|
2023
Q1 | $2.06M | Buy |
12,490
+320
| +3% | +$52.8K | 0.31% | 37 |
|
|
2022
Q4 | $1.58M | Buy |
12,170
+2,677
| +28% | +$348K | 0.25% | 38 |
|
|
2022
Q3 | $1.31M | Buy |
9,493
+93
| +1% | +$12.9K | 0.23% | 39 |
|
|
2022
Q2 | $1.29M | Sell |
9,400
-486
| -5% | -$66.4K | 0.21% | 39 |
|
|
2022
Q1 | $1.73M | Buy |
9,886
+3,154
| +47% | +$551K | 0.26% | 36 |
|
|
2021
Q4 | $1.2M | Buy |
6,732
+5
| +0.1% | +$888 | 0.18% | 41 |
|
|
2021
Q3 | $952K | Buy |
6,727
+1,698
| +34% | +$240K | 0.15% | 43 |
|
|
2021
Q2 | $689K | Hold |
5,029
| – | – | 0.11% | 49 |
|
|
2021
Q1 | $614K | Sell |
5,029
-319
| -6% | -$38.9K | 0.1% | 51 |
|
|
2020
Q4 | $710K | Sell |
5,348
-40
| -0.7% | -$5.31K | 0.11% | 42 |
|
|
2020
Q3 | $624K | Buy |
5,388
+4,041
| +300% | +$468K | 0.12% | 38 |
|
|
2020
Q2 | $491K | Sell |
1,347
-105
| -7% | -$38.3K | 0.1% | 46 |
|
|
2020
Q1 | $369K | Buy |
1,452
+275
| +23% | +$69.9K | 0.09% | 46 |
|
|
2019
Q4 | $346K | Buy |
+1,177
| New | +$346K | 0.07% | 65 |
|