HWA
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Heritage Wealth Architects’s Apple AAPL Stock Holding History

Heritage Wealth Architects’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$722K Buy
3,517
+1,465
+71% +$301K 0.53% 29
2025
Q1 		$456K Buy
+2,052
New +$456K 0.44% 24