HSWS
Higgins & Schmidt Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,561
+26
| +0.5% | +$5.34K | 0.63% | 21 |
|
|
2025
Q1 | $1.23M | Sell |
5,535
-84
| -1% | -$18.7K | 0.73% | 22 |
|
|
2024
Q4 | $1.41M | Sell |
5,619
-633
| -10% | -$159K | 0.88% | 21 |
|
|
2024
Q3 | $1.46M | Sell |
6,252
-138
| -2% | -$32.2K | 0.94% | 17 |
|
|
2024
Q2 | $1.35M | Sell |
6,390
-509
| -7% | -$107K | 0.97% | 15 |
|
|
2024
Q1 | $1.18M | Buy |
6,899
+683
| +11% | +$117K | 0.87% | 16 |
|
|
2023
Q4 | $1.2M | Buy |
+6,216
| New | +$1.2M | 0.96% | 16 |
|