HA
HFG Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
4,234
-175
| -4% | -$35.9K | 0.69% | 42 |
|
|
2025
Q1 | $979K | Buy |
4,409
+128
| +3% | +$28.4K | 0.84% | 35 |
|
|
2024
Q4 | $1.07M | Buy |
4,281
+161
| +4% | +$40.3K | 0.94% | 33 |
|
|
2024
Q3 | $960K | Hold |
4,120
| – | – | 0.85% | 33 |
|
|
2024
Q2 | $868K | Hold |
4,120
| – | – | 0.81% | 36 |
|
|
2024
Q1 | $706K | Sell |
4,120
-973
| -19% | -$167K | 0.63% | 45 |
|
|
2023
Q4 | $981K | Hold |
5,093
| – | – | 0.94% | 29 |
|
|
2023
Q3 | $872K | Buy |
5,093
+725
| +17% | +$124K | 0.95% | 27 |
|
|
2023
Q2 | $847K | Sell |
4,368
-168
| -4% | -$32.6K | 0.89% | 30 |
|
|
2023
Q1 | $748K | Sell |
4,536
-80
| -2% | -$13.2K | 0.85% | 34 |
|
|
2022
Q4 | $600K | Hold |
4,616
| – | – | 0.7% | 41 |
|
|
2022
Q3 | $638K | Buy |
4,616
+320
| +7% | +$44.2K | 0.89% | 35 |
|
|
2022
Q2 | $587K | Hold |
4,296
| – | – | 0.79% | 39 |
|
|
2022
Q1 | $750K | Hold |
4,296
| – | – | 0.86% | 33 |
|
|
2021
Q4 | $763K | Buy |
+4,296
| New | +$763K | 0.86% | 35 |
|