Hennion & Walsh Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19M Buy
2025
Q2
$14.8M Buy
2025
Q1
$15.7M Sell
2024
Q4
$18.1M Buy
2024
Q3
$16.2M Sell
2024
Q2
$15.2M Buy
2024
Q1
$11.5M Sell
2023
Q4
$13.1M Sell
2023
Q3
$12.3M Sell
2023
Q2
$15.7M Sell
2023
Q1
$14.5M Sell
2022
Q4
$13M Sell
2022
Q3
$14.9M Sell
2022
Q2
$18.4M Sell
2022
Q1
$24.3M Buy
2021
Q4
$23.3M Buy
2021
Q3
$18M Buy
2021
Q2
$16.9M Sell
2021
Q1
$15.3M Buy