Hedeker Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
61,537
-1,473
| -2% | -$302K | 2.94% | 6 |
|
|
2025
Q1 | $14M | Sell |
63,010
-1,575
| -2% | -$350K | 3.76% | 4 |
|
|
2024
Q4 | $16.2M | Sell |
64,585
-911
| -1% | -$228K | 4.03% | 4 |
|
|
2024
Q3 | $15.3M | Buy |
65,496
+729
| +1% | +$170K | 4.05% | 4 |
|
|
2024
Q2 | $13.6M | Sell |
64,767
-10,489
| -14% | -$2.21M | 3.95% | 5 |
|
|
2024
Q1 | $12.9M | Buy |
75,256
+1,182
| +2% | +$203K | 3.72% | 4 |
|
|
2023
Q4 | $14.3M | Sell |
74,074
-1,371
| -2% | -$264K | 4.5% | 2 |
|
|
2023
Q3 | $12.9M | Buy |
75,445
+5,179
| +7% | +$887K | 4.48% | 2 |
|
|
2023
Q2 | $13.6M | Sell |
70,266
-570
| -0.8% | -$111K | 4.54% | 2 |
|
|
2023
Q1 | $11.7M | Sell |
70,836
-1,790
| -2% | -$295K | 4.15% | 2 |
|
|
2022
Q4 | $9.44M | Sell |
72,626
-1,765
| -2% | -$229K | 3.53% | 3 |
|
|
2022
Q3 | $10.3M | Sell |
74,391
-21,603
| -23% | -$2.99M | 4% | 2 |
|
|
2022
Q2 | $14.4M | Sell |
95,994
-11,002
| -10% | -$1.66M | 4.98% | 2 |
|
|
2022
Q1 | $18.7M | Buy |
106,996
+1,052
| +1% | +$184K | 5.66% | 1 |
|
|
2021
Q4 | $18.8M | Sell |
105,944
-751
| -0.7% | -$133K | 5.47% | 1 |
|
|
2021
Q3 | $15.1M | Buy |
106,695
+866
| +0.8% | +$123K | 4.67% | 2 |
|
|
2021
Q2 | $14.5M | Buy |
105,829
+2,748
| +3% | +$376K | 4.51% | 4 |
|
|
2021
Q1 | $12.6M | Buy |
103,081
+2,408
| +2% | +$294K | 4.42% | 4 |
|
|
2020
Q4 | $13.4M | Buy |
100,673
+4,259
| +4% | +$565K | 4.67% | 4 |
|
|
2020
Q3 | $11.2M | Sell |
96,414
-36,730
| -28% | -$4.25M | 5.29% | 2 |
|
|
2020
Q2 | $12.1M | Buy |
133,144
+14,496
| +12% | +$1.32M | 6.26% | 2 |
|
|
2020
Q1 | $7.54M | Sell |
118,648
-40,256
| -25% | -$2.56M | 4.75% | 2 |
|
|
2019
Q4 | $11.7M | Buy |
158,904
+7,480
| +5% | +$549K | 6.25% | 1 |
|
|
2019
Q3 | $8.48M | Sell |
151,424
-672
| -0.4% | -$37.6K | 5.12% | 2 |
|
|
2019
Q2 | $7.53M | Sell |
152,096
-4,448
| -3% | -$220K | 4.77% | 2 |
|
|
2019
Q1 | $6.42M | Buy |
156,544
+11,708
| +8% | +$480K | 4.84% | 1 |
|
|
2018
Q4 | $5.71M | Sell |
144,836
-9,396
| -6% | -$370K | 4.58% | 1 |
|
|
2018
Q3 | $8.7M | Buy |
154,232
+9,388
| +6% | +$530K | 6.11% | 1 |
|
|
2018
Q2 | $6.7M | Sell |
144,844
-76
| -0.1% | -$3.52K | 5.15% | 1 |
|
|
2018
Q1 | $6.08M | Buy |
144,920
+13,516
| +10% | +$567K | 4.7% | 1 |
|
|
2017
Q4 | $5.56M | Buy |
131,404
+3,288
| +3% | +$139K | 4.33% | 1 |
|
|
2017
Q3 | $4.94M | Buy |
128,116
+14,824
| +13% | +$571K | 4.34% | 1 |
|
|
2017
Q2 | $4.08M | Sell |
113,292
-2,396
| -2% | -$86.3K | 3.92% | 1 |
|
|
2017
Q1 | $4.16M | Sell |
115,688
-23,064
| -17% | -$828K | 3.93% | 2 |
|
|
2016
Q4 | $4.02M | Buy |
138,752
+123,032
| +783% | +$3.56M | 3.31% | 2 |
|
|
2016
Q3 | $34.8K | Sell |
15,720
-173,132
| -92% | -$383K | 1.8% | 17 |
|
|
2016
Q2 | $4.51M | Buy |
188,852
+36,252
| +24% | +$866K | 3.94% | 1 |
|
|
2016
Q1 | $4.16M | Sell |
152,600
-8,936
| -6% | -$243K | 3.9% | 4 |
|
|
2015
Q4 | $4.25M | Sell |
161,536
-400
| -0.2% | -$10.5K | 3.76% | 6 |
|
|
2015
Q3 | $4.47M | Buy |
161,936
+14,712
| +10% | +$406K | 3.88% | 3 |
|
|
2015
Q2 | $4.62M | Buy |
147,224
+3,984
| +3% | +$125K | 3.71% | 2 |
|
|
2015
Q1 | $4.64M | Sell |
143,240
-9,080
| -6% | -$294K | 3.85% | 3 |
|
|
2014
Q4 | $4.2M | Buy |
+152,320
| New | +$4.2M | 3.39% | 2 |
|