Heritage Wealth Management (Texas)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
6,763
+468
| +7% | +$96K | 0.69% | 14 |
|
|
2025
Q1 | $1.4M | Hold |
6,295
| – | – | 0.81% | 14 |
|
|
2024
Q4 | $1.58M | Sell |
6,295
-377
| -6% | -$94.4K | 0.93% | 12 |
|
|
2024
Q3 | $1.55M | Sell |
6,672
-78
| -1% | -$18.2K | 0.9% | 14 |
|
|
2024
Q2 | $1.42M | Buy |
6,750
+589
| +10% | +$124K | 0.89% | 14 |
|
|
2024
Q1 | $1.06M | Sell |
6,161
-58
| -0.9% | -$9.95K | 0.69% | 17 |
|
|
2023
Q4 | $1.2M | Sell |
6,219
-1,530
| -20% | -$295K | 0.84% | 14 |
|
|
2023
Q3 | $1.33M | Buy |
7,749
+1,372
| +22% | +$235K | 1.2% | 11 |
|
|
2023
Q2 | $1.24M | Buy |
6,377
+1,860
| +41% | +$361K | 1.1% | 11 |
|
|
2023
Q1 | $745K | Sell |
4,517
-682
| -13% | -$112K | 0.72% | 13 |
|
|
2022
Q4 | $676K | Buy |
+5,199
| New | +$676K | 0.69% | 15 |
|