High Net Worth Advisory Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.8M Sell
2025
Q1
$13.1M Sell
2024
Q4
$15.4M Sell
2024
Q3
$14.9M Buy
2024
Q2
$13.3M Buy
2024
Q1
$10.7M Buy
2023
Q4
$11.7M Sell
2023
Q3
$10.6M Sell
2023
Q2
$12M Sell
2023
Q1
$10.3M Sell
2022
Q4
$8.14M Sell
2022
Q3
$9M Sell
2022
Q2
$10.2M Buy
2022
Q1
$12.4M Sell
2021
Q4
$12.6M Buy