HCA
Heck Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
8,149
-1,268
| -13% | -$260K | 0.14% | 78 |
|
|
2025
Q1 | $2.09M | Buy |
9,417
+3,910
| +71% | +$869K | 0.24% | 69 |
|
|
2024
Q4 | $1.38M | Sell |
5,507
-12
| -0.2% | -$3.01K | 0.16% | 74 |
|
|
2024
Q3 | $1.29M | Sell |
5,519
-1,568
| -22% | -$365K | 0.15% | 77 |
|
|
2024
Q2 | $1.49M | Sell |
7,087
-3
| -0% | -$632 | 0.19% | 72 |
|
|
2024
Q1 | $1.22M | Buy |
7,090
+75
| +1% | +$12.9K | 0.19% | 71 |
|
|
2023
Q4 | $1.35M | Sell |
7,015
-624
| -8% | -$120K | 0.22% | 66 |
|
|
2023
Q3 | $1.31M | Buy |
7,639
+80
| +1% | +$13.7K | 0.24% | 68 |
|
|
2023
Q2 | $1.47M | Sell |
7,559
-169
| -2% | -$32.8K | 0.25% | 62 |
|
|
2023
Q1 | $1.27M | Buy |
7,728
+272
| +4% | +$44.9K | 0.24% | 55 |
|
|
2022
Q4 | $969K | Buy |
7,456
+104
| +1% | +$13.5K | 0.19% | 65 |
|
|
2022
Q3 | $1.02M | Buy |
7,352
+124
| +2% | +$17.1K | 0.21% | 64 |
|
|
2022
Q2 | $988K | Sell |
7,228
-883
| -11% | -$121K | 0.2% | 68 |
|
|
2022
Q1 | $1.42M | Sell |
8,111
-1,741
| -18% | -$304K | 0.26% | 61 |
|
|
2021
Q4 | $1.75M | Sell |
9,852
-708
| -7% | -$126K | 0.32% | 50 |
|
|
2021
Q3 | $1.49M | Sell |
10,560
-179
| -2% | -$25.3K | 0.3% | 53 |
|
|
2021
Q2 | $1.47M | Buy |
10,739
+115
| +1% | +$15.8K | 0.29% | 51 |
|
|
2021
Q1 | $1.3M | Sell |
10,624
-273
| -3% | -$33.3K | 0.29% | 51 |
|
|
2020
Q4 | $1.45M | Sell |
10,897
-6
| -0.1% | -$796 | 0.35% | 39 |
|
|
2020
Q3 | $1.26M | Buy |
10,903
+8,038
| +281% | +$931K | 0.35% | 35 |
|
|
2020
Q2 | $1.05M | Buy |
2,865
+406
| +17% | +$148K | 0.22% | 37 |
|
|
2020
Q1 | $625K | Sell |
2,459
-78
| -3% | -$19.8K | 0.18% | 39 |
|
|
2019
Q4 | $745K | Buy |
2,537
+93
| +4% | +$27.3K | 0.18% | 43 |
|
|
2019
Q3 | $547K | Buy |
2,444
+89
| +4% | +$19.9K | 0.17% | 43 |
|
|
2019
Q2 | $466K | Buy |
2,355
+78
| +3% | +$15.4K | 0.13% | 47 |
|
|
2019
Q1 | $433K | Buy |
2,277
+82
| +4% | +$15.6K | 0.13% | 48 |
|
|
2018
Q4 | $346K | Sell |
2,195
-54
| -2% | -$8.52K | 0.13% | 49 |
|
|
2018
Q3 | $508K | Sell |
2,249
-504
| -18% | -$114K | 0.17% | 45 |
|
|
2018
Q2 | $510K | Buy |
2,753
+13
| +0.5% | +$2.41K | 0.19% | 43 |
|
|
2018
Q1 | $460K | Sell |
2,740
-5
| -0.2% | -$839 | 0.2% | 37 |
|
|
2017
Q4 | $465K | Sell |
2,745
-479
| -15% | -$81.1K | 0.23% | 34 |
|
|
2017
Q3 | $497K | Sell |
3,224
-657
| -17% | -$101K | 0.27% | 29 |
|
|
2017
Q2 | $559K | Sell |
3,881
-293
| -7% | -$42.2K | 0.32% | 28 |
|
|
2017
Q1 | $600K | Sell |
4,174
-193
| -4% | -$27.7K | 0.37% | 23 |
|
|
2016
Q4 | $506K | Buy |
+4,367
| New | +$506K | 0.37% | 25 |
|