HWA
HHM Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
69,485
+391
| +0.6% | +$80.2K | 1.69% | 11 |
|
|
2025
Q1 | $15.3M | Sell |
69,094
-195
| -0.3% | -$43.3K | 2.07% | 10 |
|
|
2024
Q4 | $17.4M | Buy |
69,289
+14,199
| +26% | +$3.56M | 2.36% | 9 |
|
|
2024
Q3 | $12.8M | Buy |
55,090
+1,863
| +4% | +$434K | 1.82% | 12 |
|
|
2024
Q2 | $11.2M | Buy |
53,227
+6,776
| +15% | +$1.43M | 1.69% | 12 |
|
|
2024
Q1 | $7.97M | Buy |
46,451
+41
| +0.1% | +$7.03K | 1.31% | 13 |
|
|
2023
Q4 | $8.94M | Sell |
46,410
-1,475
| -3% | -$284K | 1.55% | 11 |
|
|
2023
Q3 | $8.2M | Sell |
47,885
-41
| -0.1% | -$7.02K | 1.6% | 11 |
|
|
2023
Q2 | $9.3M | Buy |
47,926
+4,794
| +11% | +$930K | 1.74% | 11 |
|
|
2023
Q1 | $7.11M | Buy |
43,132
+311
| +0.7% | +$51.3K | 1.45% | 11 |
|
|
2022
Q4 | $5.56M | Sell |
42,821
-1,036
| -2% | -$135K | 1.27% | 11 |
|
|
2022
Q3 | $6.06M | Sell |
43,857
-2,586
| -6% | -$357K | 1.59% | 11 |
|
|
2022
Q2 | $6.35M | Buy |
46,443
+670
| +1% | +$91.6K | 1.63% | 11 |
|
|
2022
Q1 | $7.99M | Buy |
45,773
+675
| +1% | +$118K | 1.87% | 9 |
|
|
2021
Q4 | $8.01M | Buy |
45,098
+237
| +0.5% | +$42.1K | 1.93% | 10 |
|
|
2021
Q3 | $6.35M | Buy |
44,861
+260
| +0.6% | +$36.8K | 1.73% | 11 |
|
|
2021
Q2 | $6.11M | Sell |
44,601
-1,237
| -3% | -$169K | 1.66% | 11 |
|
|
2021
Q1 | $5.6M | Sell |
45,838
-963
| -2% | -$118K | 1.73% | 11 |
|
|
2020
Q4 | $6.21M | Buy |
46,801
+3,143
| +7% | +$417K | 2.13% | 9 |
|
|
2020
Q3 | $5.06M | Buy |
43,658
+32,062
| +276% | +$3.71M | 2.02% | 9 |
|
|
2020
Q2 | $4.23M | Sell |
11,596
-51
| -0.4% | -$18.6K | 1.77% | 11 |
|
|
2020
Q1 | $2.96M | Sell |
11,647
-2,032
| -15% | -$517K | 1.45% | 12 |
|
|
2019
Q4 | $4.02M | Buy |
13,679
+3,196
| +30% | +$939K | 1.93% | 12 |
|
|
2019
Q3 | $2.35M | Buy |
10,483
+35
| +0.3% | +$7.84K | 1.34% | 13 |
|
|
2019
Q2 | $2.07M | Hold |
10,448
| – | – | 1.22% | 14 |
|
|
2019
Q1 | $1.99M | Buy |
10,448
+1,805
| +21% | +$343K | 1.27% | 13 |
|
|
2018
Q4 | $1.36M | Buy |
+8,643
| New | +$1.36M | 1% | 17 |
|