Heritage Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.72M | Sell |
12,237
-3,670
| -23% | -$815K | 4.14% | 7 |
|
|
2024
Q4 | $3.98M | Buy |
15,907
+1,076
| +7% | +$269K | 5% | 5 |
|
|
2024
Q3 | $3.46M | Sell |
14,831
-482
| -3% | -$112K | 4.06% | 7 |
|
|
2024
Q2 | $3.23M | Sell |
15,313
-621
| -4% | -$131K | 4.67% | 6 |
|
|
2024
Q1 | $3.07M | Hold |
15,934
| – | – | 6.26% | 3 |
|
|
2023
Q4 | $3.07M | Sell |
15,934
-152
| -0.9% | -$29.3K | 6.26% | 3 |
|
|
2023
Q3 | $2.75M | Buy |
16,086
+1,942
| +14% | +$332K | 5.87% | 3 |
|
|
2023
Q2 | $2.74M | Buy |
14,144
+12,404
| +713% | +$2.41M | 1.62% | 23 |
|
|
2023
Q1 | $287K | Sell |
1,740
-16,698
| -91% | -$2.75M | 0.23% | 29 |
|
|
2022
Q4 | $2.71M | Buy |
+18,438
| New | +$2.71M | 2.49% | 15 |
|