Heritage Wealth Management (Arizona)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.33M | Sell |
15,814
-1,199
| -7% | -$253K | 1.85% | 10 |
|
|
2024
Q1 | $2.92M | Sell |
17,013
-566
| -3% | -$97.1K | 1.49% | 11 |
|
|
2023
Q4 | $3.38M | Buy |
+17,579
| New | +$3.38M | 1.83% | 10 |
|
|
2022
Q4 | $11.1M | Buy |
85,255
+43,703
| +105% | +$5.68M | 1.58% | 11 |
|
|
2022
Q3 | $5.74M | Buy |
41,552
+2,823
| +7% | +$390K | 1.85% | 10 |
|
|
2022
Q2 | $5.3M | Sell |
38,729
-470
| -1% | -$64.3K | 1.76% | 9 |
|
|
2022
Q1 | $6.85M | Buy |
+39,199
| New | +$6.85M | 1.85% | 9 |
|
|
2021
Q3 | $4.54M | Buy |
32,101
+1,471
| +5% | +$208K | 1.62% | 8 |
|
|
2021
Q2 | $4.2M | Buy |
30,630
+220
| +0.7% | +$30.1K | 1.59% | 10 |
|
|
2021
Q1 | $3.72M | Buy |
+30,410
| New | +$3.72M | 2.09% | 6 |
|