Heritage Wealth Management (Arizona)’s Apple AAPL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.33M	Sell	15,814 -1,199	-7%	-$224K	1.85%	10
2024 Q1	$2.92M	Sell	17,013 -566	-3%	-$103K	1.49%	11
2023 Q4	$3.38M	Buy	+17,579	New	+$3.25M	1.83%	10
2022 Q4	$11.1M	Buy	85,255 +43,703	+105%	+$6.25M	1.58%	11
2022 Q3	$5.74M	Buy	41,552 +2,823	+7%	+$443K	1.85%	10
2022 Q2	$5.3M	Sell	38,729 -470	-1%	-$71.2K	1.76%	9
2022 Q1	$6.84M	Buy	+39,199	New	+$6.59M	1.85%	9
2021 Q3	$4.54M	Buy	32,101 +1,471	+5%	+$217K	1.62%	8
2021 Q2	$4.2M	Buy	30,630 +220	+0.7%	+$28.5K	1.59%	10
2021 Q1	$3.71M	Buy	+30,410	New	+$3.9M	2.09%	6

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM