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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.33M Sell
2024
Q1
$2.92M Sell
2023
Q4
$3.38M Buy
2022
Q4
$11.1M Buy
2022
Q3
$5.74M Buy
2022
Q2
$5.3M Sell
2022
Q1
$6.84M Buy
2021
Q3
$4.54M Buy
2021
Q2
$4.2M Buy
2021
Q1
$3.71M Buy