HWA
Heritage Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8M | Buy |
271,983
+315
| +0.1% | +$64.6K | 2.65% | 11 |
|
|
2025
Q1 | $60.3M | Buy |
271,668
+1,692
| +0.6% | +$376K | 3.06% | 9 |
|
|
2024
Q4 | $67.6M | Sell |
269,976
-16,537
| -6% | -$4.14M | 3.35% | 5 |
|
|
2024
Q3 | $66.8M | Buy |
286,513
+410
| +0.1% | +$95.5K | 3.13% | 5 |
|
|
2024
Q2 | $60.3M | Buy |
286,103
+1,511
| +0.5% | +$318K | 2.72% | 6 |
|
|
2024
Q1 | $48.8M | Buy |
284,592
+6,052
| +2% | +$1.04M | 2.23% | 12 |
|
|
2023
Q4 | $53.6M | Sell |
278,540
-9,412
| -3% | -$1.81M | 2.67% | 7 |
|
|
2023
Q3 | $49.3M | Buy |
287,952
+888
| +0.3% | +$152K | 2.69% | 8 |
|
|
2023
Q2 | $55.7M | Sell |
287,064
-13,707
| -5% | -$2.66M | 2.95% | 6 |
|
|
2023
Q1 | $49.6M | Buy |
300,771
+2,930
| +1% | +$483K | 2.76% | 8 |
|
|
2022
Q4 | $38.7M | Buy |
297,841
+6,641
| +2% | +$863K | 2.24% | 12 |
|
|
2022
Q3 | $40.2M | Sell |
291,200
-38,512
| -12% | -$5.32M | 2.92% | 8 |
|
|
2022
Q2 | $45.1M | Buy |
329,712
+18,750
| +6% | +$2.56M | 3.13% | 6 |
|
|
2022
Q1 | $54.3M | Buy |
310,962
+2,338
| +0.8% | +$408K | 3% | 6 |
|
|
2021
Q4 | $54.8M | Buy |
308,624
+12,634
| +4% | +$2.24M | 3.01% | 5 |
|
|
2021
Q3 | $41.9M | Sell |
295,990
-21
| -0% | -$2.97K | 2.57% | 5 |
|
|
2021
Q2 | $40.5M | Buy |
296,011
+4,617
| +2% | +$632K | 2.5% | 5 |
|
|
2021
Q1 | $35.6M | Buy |
291,394
+1,147
| +0.4% | +$140K | 2.15% | 5 |
|
|
2020
Q4 | $38.5M | Buy |
290,247
+149,807
| +107% | +$19.9M | 2.41% | 4 |
|
|
2020
Q3 | $16.3M | Buy |
140,440
+92,737
| +194% | +$10.7M | 2.1% | 6 |
|
|
2020
Q2 | $17.4M | Buy |
47,703
+6,580
| +16% | +$2.4M | 2.43% | 6 |
|
|
2020
Q1 | $10.5M | Buy |
41,123
+6,061
| +17% | +$1.54M | 1.87% | 9 |
|
|
2019
Q4 | $10.3M | Buy |
35,062
+2,147
| +7% | +$630K | 1.36% | 11 |
|
|
2019
Q3 | $7.37M | Buy |
32,915
+693
| +2% | +$155K | 1.09% | 12 |
|
|
2019
Q2 | $6.38M | Buy |
32,222
+6,332
| +24% | +$1.25M | 0.98% | 14 |
|
|
2019
Q1 | $4.92M | Buy |
25,890
+3,327
| +15% | +$632K | 0.81% | 15 |
|
|
2018
Q4 | $3.56M | Sell |
22,563
-307
| -1% | -$48.4K | 0.7% | 22 |
|
|
2018
Q3 | $5.16M | Buy |
22,870
+413
| +2% | +$93.2K | 1.01% | 12 |
|
|
2018
Q2 | $4.16M | Buy |
22,457
+493
| +2% | +$91.3K | 1.56% | 11 |
|
|
2018
Q1 | $3.68M | Buy |
21,964
+1,427
| +7% | +$239K | 1.53% | 10 |
|
|
2017
Q4 | $3.47M | Buy |
20,537
+931
| +5% | +$157K | 1.49% | 10 |
|
|
2017
Q3 | $3.02M | Buy |
19,606
+1,420
| +8% | +$219K | 1.52% | 10 |
|
|
2017
Q2 | $2.62M | Buy |
18,186
+1,568
| +9% | +$226K | 1.36% | 12 |
|
|
2017
Q1 | $2.39M | Buy |
16,618
+573
| +4% | +$82.3K | 1.29% | 13 |
|
|
2016
Q4 | $1.86M | Buy |
16,045
+2,563
| +19% | +$297K | 1.22% | 14 |
|
|
2016
Q3 | $1.52M | Buy |
13,482
+2,003
| +17% | +$226K | 1.05% | 15 |
|
|
2016
Q2 | $1.1M | Buy |
11,479
+4,738
| +70% | +$454K | 0.74% | 20 |
|
|
2016
Q1 | $736K | Buy |
6,741
+299
| +5% | +$32.6K | 0.58% | 23 |
|
|
2015
Q4 | $680K | Buy |
6,442
+451
| +8% | +$47.6K | 0.57% | 24 |
|
|
2015
Q3 | $660K | Buy |
5,991
+1,088
| +22% | +$120K | 0.57% | 23 |
|
|
2015
Q2 | $615K | Buy |
4,903
+245
| +5% | +$30.7K | 0.51% | 35 |
|
|
2015
Q1 | $579K | Sell |
4,658
-225
| -5% | -$28K | 0.48% | 39 |
|
|
2014
Q4 | $539K | Sell |
4,883
-709
| -13% | -$78.3K | 0.48% | 42 |
|
|
2014
Q3 | $565K | Buy |
5,592
+734
| +15% | +$74.2K | 0.59% | 33 |
|
|
2014
Q2 | $452K | Buy |
4,858
+4,171
| +607% | +$388K | 0.48% | 40 |
|
|
2014
Q1 | $369K | Hold |
687
| – | – | 0.43% | 43 |
|
|
2013
Q4 | $385K | Buy |
+687
| New | +$385K | 0.49% | 45 |
|