Heck Capital 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
Q2 | $1.67M | Sell |
|
|||||
2025
Q1 | $2.09M | Buy |
|
|||||
2024
Q4 | $1.38M | Sell |
|
|||||
2024
Q3 | $1.29M | Sell |
|
|||||
2024
Q2 | $1.49M | Sell |
|
|||||
2024
Q1 | $1.22M | Buy |
|
|||||
2023
Q4 | $1.35M | Sell |
|
|||||
2023
Q3 | $1.31M | Buy |
|
|||||
2023
Q2 | $1.47M | Sell |
|
|||||
2023
Q1 | $1.27M | Buy |
|
|||||
2022
Q4 | $969K | Buy |
|
|||||
2022
Q3 | $1.02M | Buy |
|
|||||
2022
Q2 | $988K | Sell |
|
|||||
2022
Q1 | $1.42M | Sell |
|
|||||
2021
Q4 | $1.75M | Sell |
|
|||||
2021
Q3 | $1.49M | Sell |
|
|||||
2021
Q2 | $1.47M | Buy |
|
|||||
2021
Q1 | $1.3M | Sell |
|
|||||
2020
Q4 | $1.45M | Sell |
|
|||||
2020
Q3 | $1.26M | Sell |
|
|||||
2020
Q2 | $1.05M | Buy |
|
|||||
2020
Q1 | $625K | Sell |
|
|||||
2019
Q4 | $745K | Buy |
|
|||||
2019
Q3 | $547K | Buy |
|
|||||
2019
Q2 | $466K | Buy |
|
|||||
2019
Q1 | $433K | Buy |
|
|||||
2018
Q4 | $346K | Sell |
|
|||||
2018
Q3 | $508K | Sell |
|
|||||
2018
Q2 | $510K | Buy |
|
|||||
2018
Q1 | $460K | Sell |
|
|||||
2017
Q4 | $465K | Sell |
|
|||||
2017
Q3 | $497K | Sell |
|
|||||
2017
Q2 | $559K | Sell |
|
|||||
2017
Q1 | $600K | Sell |
|
|||||
2016
Q4 | $506K | Buy |
|