HWAM
Hennion & Walsh Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
72,008
+1,361
| +2% | +$279K | 0.6% | 23 |
|
|
2025
Q1 | $15.7M | Sell |
70,647
-1,781
| -2% | -$396K | 0.7% | 14 |
|
|
2024
Q4 | $18.1M | Buy |
72,428
+2,581
| +4% | +$646K | 0.82% | 15 |
|
|
2024
Q3 | $16.2M | Sell |
69,847
-2,149
| -3% | -$500K | 0.76% | 15 |
|
|
2024
Q2 | $15.2M | Buy |
71,996
+5,033
| +8% | +$1.06M | 0.78% | 18 |
|
|
2024
Q1 | $11.5M | Sell |
66,963
-1,030
| -2% | -$177K | 0.61% | 24 |
|
|
2023
Q4 | $13.1M | Sell |
67,993
-3,857
| -5% | -$743K | 0.75% | 16 |
|
|
2023
Q3 | $12.3M | Sell |
71,850
-9,288
| -11% | -$1.59M | 0.78% | 17 |
|
|
2023
Q2 | $15.7M | Sell |
81,138
-6,645
| -8% | -$1.29M | 0.93% | 13 |
|
|
2023
Q1 | $14.5M | Sell |
87,783
-12,060
| -12% | -$1.99M | 0.89% | 14 |
|
|
2022
Q4 | $13M | Sell |
99,843
-7,891
| -7% | -$1.03M | 0.8% | 15 |
|
|
2022
Q3 | $14.9M | Sell |
107,734
-26,549
| -20% | -$3.67M | 0.98% | 11 |
|
|
2022
Q2 | $18.4M | Sell |
134,283
-4,942
| -4% | -$676K | 1.14% | 9 |
|
|
2022
Q1 | $24.3M | Buy |
139,225
+7,840
| +6% | +$1.37M | 1.29% | 7 |
|
|
2021
Q4 | $23.3M | Buy |
131,385
+3,921
| +3% | +$696K | 1.15% | 10 |
|
|
2021
Q3 | $18M | Buy |
127,464
+4,331
| +4% | +$613K | 0.95% | 13 |
|
|
2021
Q2 | $16.9M | Sell |
123,133
-1,932
| -2% | -$265K | 0.9% | 14 |
|
|
2021
Q1 | $15.3M | Buy |
+125,065
| New | +$15.3M | 0.92% | 15 |
|