HPWM
High Pines Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.64M | Buy |
8,506
+58
| +0.7% | +$11.2K | 2.5% | 9 |
|
|
2023
Q3 | $1.45M | Buy |
8,448
+649
| +8% | +$111K | 2.38% | 9 |
|
|
2023
Q2 | $1.51M | Buy |
7,799
+27
| +0.3% | +$5.24K | 2.31% | 10 |
|
|
2023
Q1 | $1.28M | Buy |
7,772
+14
| +0.2% | +$2.31K | 2.13% | 10 |
|
|
2022
Q4 | $1.01M | Buy |
7,758
+8
| +0.1% | +$1.04K | 1.77% | 10 |
|
|
2022
Q3 | $1.07M | Buy |
7,750
+856
| +12% | +$118K | 2.05% | 10 |
|
|
2022
Q2 | $943K | Sell |
6,894
-27,166
| -80% | -$3.72M | 1.74% | 10 |
|
|
2022
Q1 | $5.95M | Buy |
34,060
+2,597
| +8% | +$453K | 4.37% | 7 |
|
|
2021
Q4 | $5.59M | Buy |
31,463
+751
| +2% | +$133K | 3.89% | 8 |
|
|
2021
Q3 | $4.35M | Buy |
30,712
+3,091
| +11% | +$437K | 2.98% | 14 |
|
|
2021
Q2 | $3.78M | Sell |
27,621
-14,358
| -34% | -$1.97M | 2.85% | 17 |
|
|
2021
Q1 | $5.13M | Sell |
41,979
-11,442
| -21% | -$1.4M | 4.53% | 6 |
|
|
2020
Q4 | $7.09M | Buy |
+53,421
| New | +$7.09M | 6.55% | 2 |
|