HNW
High Note Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
74,992
-2,254
| -3% | -$462K | 3.52% | 6 |
|
|
2025
Q1 | $17.2M | Sell |
77,246
-779
| -1% | -$173K | 4.25% | 5 |
|
|
2024
Q4 | $19.5M | Buy |
78,025
+203
| +0.3% | +$50.8K | 5.09% | 5 |
|
|
2024
Q3 | $18.1M | Sell |
77,822
-128
| -0.2% | -$29.8K | 5.18% | 5 |
|
|
2024
Q2 | $16.4M | Buy |
77,950
+1,074
| +1% | +$226K | 5.02% | 5 |
|
|
2024
Q1 | $13.2M | Buy |
76,876
+1,512
| +2% | +$259K | 4.29% | 6 |
|
|
2023
Q4 | $14.5M | Buy |
75,364
+1,269
| +2% | +$244K | 5.46% | 3 |
|
|
2023
Q3 | $12.7M | Buy |
74,095
+639
| +0.9% | +$109K | 5.24% | 3 |
|
|
2023
Q2 | $14.2M | Sell |
73,456
-1,896
| -3% | -$368K | 5.81% | 3 |
|
|
2023
Q1 | $12.4M | Sell |
75,352
-116
| -0.2% | -$19.1K | 5.12% | 4 |
|
|
2022
Q4 | $9.81M | Buy |
75,468
+684
| +0.9% | +$88.9K | 4.11% | 6 |
|
|
2022
Q3 | $10.8M | Buy |
74,784
+369
| +0.5% | +$53.4K | 4.33% | 5 |
|
|
2022
Q2 | $10.2M | Buy |
74,415
+5,817
| +8% | +$795K | 3.97% | 5 |
|
|
2022
Q1 | $12M | Sell |
68,598
-4,265
| -6% | -$745K | 4.23% | 6 |
|
|
2021
Q4 | $12.9M | Buy |
72,863
+538
| +0.7% | +$95.5K | 4.36% | 5 |
|
|
2021
Q3 | $10.2M | Buy |
72,325
+809
| +1% | +$115K | 3.69% | 7 |
|
|
2021
Q2 | $9.79M | Sell |
71,516
-528
| -0.7% | -$72.3K | 3.56% | 8 |
|
|
2021
Q1 | $8.8M | Buy |
72,044
+1,944
| +3% | +$237K | 3.42% | 8 |
|
|
2020
Q4 | $9.3M | Buy |
+70,100
| New | +$9.3M | 3.95% | 7 |
|