Heritage Financial Services’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 | $10.7M | Buy |
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|
2025
Q2 | $8.35M | Sell |
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|
2025
Q1 | $9.69M | Buy |
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|
2024
Q4 | $9.75M | Buy |
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|
2024
Q3 | $8.53M | Buy |
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|
2024
Q2 | $7.07M | Sell |
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|
2024
Q1 | $5.95M | Buy |
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|
2023
Q4 | $5.88M | Buy |
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|
2023
Q3 | $5.08M | Buy |
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|
2023
Q2 | $5.68M | Buy |
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|
2023
Q1 | $4.62M | Buy |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $3.43M | Sell |
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|
2022
Q1 | $4.46M | Buy |
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|
2021
Q4 | $4.37M | Buy |
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