Heron Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.04M | Sell |
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|
2023
Q1 | $4.36M | Sell |
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|
2022
Q4 | $3.31M | Sell |
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|
2022
Q3 | $3.67M | Sell |
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|
2022
Q2 | $3.71M | Buy |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.69M | Hold |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.56M | Sell |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.36M | Buy |
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