HWP
Highline Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
62,418
-1,944
| -3% | -$399K | 3.79% | 6 |
|
|
2025
Q1 | $14.3M | Buy |
64,362
+155
| +0.2% | +$34.4K | 4.81% | 5 |
|
|
2024
Q4 | $16.1M | Sell |
64,207
-123
| -0.2% | -$30.8K | 5.25% | 4 |
|
|
2024
Q3 | $15M | Sell |
64,330
-723
| -1% | -$168K | 5.01% | 5 |
|
|
2024
Q2 | $13.7M | Buy |
65,053
+1,735
| +3% | +$365K | 5.16% | 5 |
|
|
2024
Q1 | $10.9M | Buy |
63,318
+2,932
| +5% | +$503K | 4.43% | 6 |
|
|
2023
Q4 | $11.6M | Buy |
60,386
+9,483
| +19% | +$1.83M | 5.63% | 1 |
|
|
2023
Q3 | $8.72M | Buy |
50,903
+1,615
| +3% | +$277K | 5.38% | 4 |
|
|
2023
Q2 | $9.56M | Buy |
49,288
+468
| +1% | +$90.8K | 6.02% | 1 |
|
|
2023
Q1 | $8.05M | Buy |
48,820
+3,344
| +7% | +$551K | 5.5% | 2 |
|
|
2022
Q4 | $5.91M | Sell |
45,476
-44
| -0.1% | -$5.72K | 4.36% | 3 |
|
|
2022
Q3 | $6.29M | Buy |
+45,520
| New | +$6.29M | 5.11% | 5 |
|