HWM
Hemington Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Sell |
147,969
-1,289
| -0.9% | -$264K | 4.4% | 7 |
|
|
2025
Q1 | $33.2M | Buy |
149,258
+14
| +0% | +$3.11K | 5.14% | 5 |
|
|
2024
Q4 | $37.4M | Buy |
149,244
+1,127
| +0.8% | +$282K | 9.4% | 2 |
|
|
2024
Q3 | $33.5M | Sell |
148,117
-1,387
| -0.9% | -$313K | 9.01% | 2 |
|
|
2024
Q2 | $31.5M | Sell |
149,504
-370
| -0.2% | -$77.9K | 10.61% | 2 |
|
|
2024
Q1 | $25.7M | Buy |
149,874
+2,175
| +1% | +$373K | 9.31% | 2 |
|
|
2023
Q4 | $28.4M | Sell |
147,699
-675
| -0.5% | -$130K | 10.97% | 2 |
|
|
2023
Q3 | $25.4M | Sell |
148,374
-2,409
| -2% | -$412K | 12.08% | 2 |
|
|
2023
Q2 | $29.2M | Sell |
150,783
-1,556
| -1% | -$302K | 11.85% | 2 |
|
|
2023
Q1 | $25.1M | Sell |
152,339
-488
| -0.3% | -$80.5K | 10.13% | 3 |
|
|
2022
Q4 | $19.9M | Sell |
152,827
-84
| -0.1% | -$10.9K | 8.52% | 5 |
|
|
2022
Q3 | $21.1M | Buy |
152,911
+277
| +0.2% | +$38.3K | 9.22% | 4 |
|
|
2022
Q2 | $20.9M | Buy |
152,634
+344
| +0.2% | +$47K | 8.28% | 4 |
|
|
2022
Q1 | $26.6M | Buy |
152,290
+41,326
| +37% | +$7.22M | 8.93% | 3 |
|
|
2021
Q4 | $14.7M | Sell |
110,964
-39,986
| -26% | -$5.31M | 6.82% | 4 |
|
|
2021
Q3 | $21.4M | Sell |
150,950
-35
| -0% | -$4.95K | 7.86% | 5 |
|
|
2021
Q2 | $20.7M | Sell |
150,985
-5
| -0% | -$685 | 8.81% | 4 |
|
|
2021
Q1 | $18.4M | Buy |
150,990
+40,026
| +36% | +$4.89M | 7.83% | 4 |
|
|
2020
Q4 | $14.7M | Buy |
+110,964
| New | +$14.7M | 6.82% | 4 |
|