HWM
HFG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
9,936
+3
| +0% | +$666 | 1.35% | 22 |
|
|
2025
Q1 | $2.49M | Sell |
9,933
-49
| -0.5% | -$12.3K | 1.51% | 19 |
|
|
2024
Q4 | $2.33M | Buy |
9,982
+366
| +4% | +$85.3K | 1.51% | 21 |
|
|
2024
Q3 | $2.03M | Hold |
9,616
| – | – | 1.29% | 21 |
|
|
2024
Q2 | $2.03M | Buy |
9,616
+12
| +0.1% | +$2.53K | 1.29% | 21 |
|
|
2024
Q1 | $1.65M | Sell |
9,604
-86,296
| -90% | -$14.8M | 0.97% | 20 |
|
|
2023
Q4 | $18.5M | Buy |
+95,900
| New | +$18.5M | 4.53% | 5 |
|
|
2023
Q1 | $17.4M | Buy |
+105,340
| New | +$17.4M | 3.6% | 6 |
|