HFA
Highland Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
6,421
+100
| +2% | +$20.5K | 0.42% | 27 |
|
|
2025
Q1 | $1.4M | Sell |
6,321
-563
| -8% | -$125K | 0.5% | 25 |
|
|
2024
Q4 | $1.72M | Buy |
6,884
+663
| +11% | +$166K | 0.6% | 24 |
|
|
2024
Q3 | $1.45M | Sell |
6,221
-396
| -6% | -$92.2K | 0.52% | 25 |
|
|
2024
Q2 | $1.39M | Buy |
6,617
+680
| +11% | +$143K | 0.52% | 25 |
|
|
2024
Q1 | $1.02M | Buy |
5,937
+280
| +5% | +$48K | 0.41% | 26 |
|
|
2023
Q4 | $1.09M | Sell |
5,657
-295
| -5% | -$56.8K | 0.47% | 27 |
|
|
2023
Q3 | $1.02M | Buy |
5,952
+128
| +2% | +$21.9K | 0.53% | 25 |
|
|
2023
Q2 | $1.13M | Sell |
5,824
-28
| -0.5% | -$5.43K | 0.58% | 24 |
|
|
2023
Q1 | $965K | Sell |
5,852
-812
| -12% | -$134K | 0.52% | 25 |
|
|
2022
Q4 | $866K | Buy |
6,664
+842
| +14% | +$109K | 0.51% | 25 |
|
|
2022
Q3 | $805K | Buy |
5,822
+718
| +14% | +$99.3K | 0.56% | 27 |
|
|
2022
Q2 | $698K | Buy |
+5,104
| New | +$698K | 0.48% | 28 |
|