HWM
HighMark Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
8,344
+1,284
| +18% | +$263K | 0.84% | 17 |
|
|
2025
Q1 | $1.58M | Sell |
7,060
-105
| -1% | -$23.6K | 0.94% | 14 |
|
|
2024
Q4 | $1.79M | Buy |
7,165
+135
| +2% | +$33.8K | 1.03% | 14 |
|
|
2024
Q3 | $1.64M | Buy |
7,030
+88
| +1% | +$20.5K | 0.9% | 15 |
|
|
2024
Q2 | $1.46M | Buy |
6,942
+2,179
| +46% | +$459K | 0.88% | 13 |
|
|
2024
Q1 | $834K | Buy |
4,763
+118
| +3% | +$20.7K | 0.52% | 21 |
|
|
2023
Q4 | $894K | Buy |
4,645
+12
| +0.3% | +$2.31K | 0.66% | 17 |
|
|
2023
Q3 | $793K | Sell |
4,633
-187
| -4% | -$32K | 0.66% | 18 |
|
|
2023
Q2 | $935K | Sell |
4,820
-1,057
| -18% | -$205K | 0.7% | 22 |
|
|
2023
Q1 | $969K | Buy |
5,877
+7
| +0.1% | +$1.15K | 0.76% | 20 |
|
|
2022
Q4 | $763K | Buy |
5,870
+46
| +0.8% | +$5.98K | 0.58% | 23 |
|
|
2022
Q3 | $805K | Buy |
5,824
+126
| +2% | +$17.4K | 0.69% | 17 |
|
|
2022
Q2 | $779K | Buy |
5,698
+306
| +6% | +$41.8K | 0.63% | 21 |
|
|
2022
Q1 | $942K | Sell |
5,392
-159
| -3% | -$27.8K | 0.63% | 20 |
|
|
2021
Q4 | $986K | Sell |
5,551
-113
| -2% | -$20.1K | 0.63% | 22 |
|
|
2021
Q3 | $801K | Sell |
5,664
-240
| -4% | -$33.9K | 0.59% | 20 |
|
|
2021
Q2 | $809K | Buy |
5,904
+198
| +3% | +$27.1K | 0.59% | 19 |
|
|
2021
Q1 | $697K | Buy |
5,706
+246
| +5% | +$30K | 0.56% | 20 |
|
|
2020
Q4 | $724K | Sell |
5,460
-678
| -11% | -$89.9K | 0.62% | 18 |
|
|
2020
Q3 | $711K | Buy |
6,138
+4,626
| +306% | +$536K | 0.64% | 19 |
|
|
2020
Q2 | $552K | Sell |
1,512
-40
| -3% | -$14.6K | 0.61% | 19 |
|
|
2020
Q1 | $394K | Buy |
1,552
+39
| +3% | +$9.9K | 0.48% | 18 |
|
|
2019
Q4 | $444K | Buy |
+1,513
| New | +$444K | 0.47% | 17 |
|