HNWAG
High Net Worth Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
57,567
-1,351
| -2% | -$277K | 3.13% | 6 |
|
|
2025
Q1 | $13.1M | Sell |
58,918
-2,424
| -4% | -$538K | 3.69% | 4 |
|
|
2024
Q4 | $15.4M | Sell |
61,342
-2,673
| -4% | -$669K | 4.29% | 2 |
|
|
2024
Q3 | $14.9M | Buy |
64,015
+1,066
| +2% | +$248K | 4.09% | 3 |
|
|
2024
Q2 | $13.3M | Buy |
62,949
+405
| +0.6% | +$85.3K | 4.02% | 4 |
|
|
2024
Q1 | $10.7M | Buy |
62,544
+1,596
| +3% | +$274K | 3.38% | 5 |
|
|
2023
Q4 | $11.7M | Sell |
60,948
-951
| -2% | -$183K | 4.36% | 2 |
|
|
2023
Q3 | $10.6M | Sell |
61,899
-134
| -0.2% | -$22.9K | 4.25% | 2 |
|
|
2023
Q2 | $12M | Sell |
62,033
-592
| -0.9% | -$115K | 4.67% | 2 |
|
|
2023
Q1 | $10.3M | Sell |
62,625
-23
| -0% | -$3.79K | 4.21% | 2 |
|
|
2022
Q4 | $8.14M | Sell |
62,648
-2,480
| -4% | -$322K | 3.16% | 4 |
|
|
2022
Q3 | $9M | Sell |
65,128
-9,393
| -13% | -$1.3M | 3.85% | 2 |
|
|
2022
Q2 | $10.2M | Buy |
74,521
+3,425
| +5% | +$468K | 4.23% | 2 |
|
|
2022
Q1 | $12.4M | Sell |
71,096
-81
| -0.1% | -$14.1K | 4.51% | 2 |
|
|
2021
Q4 | $12.6M | Buy |
+71,177
| New | +$12.6M | 4.41% | 2 |
|