HNWA
Henrickson Nauta Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
4,589
+415
| +10% | +$85.2K | 0.33% | 29 |
|
|
2025
Q1 | $795K | Buy |
4,174
+315
| +8% | +$60K | 0.33% | 29 |
|
|
2024
Q4 | $966K | Sell |
3,859
-674
| -15% | -$169K | 0.39% | 24 |
|
|
2024
Q3 | $1.06M | Buy |
4,533
+194
| +4% | +$45.2K | 0.42% | 23 |
|
|
2024
Q2 | $914K | Buy |
4,339
+595
| +16% | +$125K | 0.39% | 26 |
|
|
2024
Q1 | $628K | Buy |
3,744
+965
| +35% | +$162K | 0.28% | 38 |
|
|
2023
Q4 | $535K | Buy |
2,779
+562
| +25% | +$108K | 0.26% | 39 |
|
|
2023
Q3 | $380K | Sell |
2,217
-9
| -0.4% | -$1.54K | 0.23% | 36 |
|
|
2023
Q2 | $432K | Sell |
2,226
-818
| -27% | -$159K | 0.29% | 31 |
|
|
2023
Q1 | $502K | Buy |
3,044
+712
| +31% | +$117K | 0.36% | 28 |
|
|
2022
Q4 | $303K | Buy |
2,332
+34
| +1% | +$4.42K | 0.24% | 34 |
|
|
2022
Q3 | $318K | Buy |
2,298
+79
| +4% | +$10.9K | 0.3% | 29 |
|
|
2022
Q2 | $303K | Buy |
2,219
+880
| +66% | +$120K | 0.28% | 31 |
|
|
2022
Q1 | $234K | Hold |
1,339
| – | – | 0.19% | 38 |
|
|
2021
Q4 | $216K | Buy |
+1,339
| New | +$216K | 0.18% | 40 |
|