HWMO
Heritage Wealth Management (Ohio)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
72,501
-1,312
| -2% | -$269K | 4.81% | 3 |
|
|
2025
Q1 | $16.4M | Sell |
73,813
-2,749
| -4% | -$611K | 5.58% | 2 |
|
|
2024
Q4 | $19.2M | Sell |
76,562
-1,505
| -2% | -$377K | 6.37% | 2 |
|
|
2024
Q3 | $18.2M | Sell |
78,067
-4,584
| -6% | -$1.07M | 5.96% | 2 |
|
|
2024
Q2 | $18.7M | Buy |
+82,651
| New | +$18.7M | 6.27% | 3 |
|