HWA
Hillcrest Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
1,513
| – | – | 0.15% | 40 |
|
|
2025
Q1 | $336K | Hold |
1,513
| – | – | 0.17% | 39 |
|
|
2024
Q4 | $379K | Sell |
1,513
-1
| -0.1% | -$250 | 0.18% | 39 |
|
|
2024
Q3 | $353K | Hold |
1,514
| – | – | 0.18% | 37 |
|
|
2024
Q2 | $319K | Sell |
1,514
-263
| -15% | -$55.4K | 0.17% | 39 |
|
|
2024
Q1 | $305K | Sell |
1,777
-80
| -4% | -$13.7K | 0.17% | 40 |
|
|
2023
Q4 | $358K | Hold |
1,857
| – | – | 0.2% | 38 |
|
|
2023
Q3 | $318K | Sell |
1,857
-34
| -2% | -$5.82K | 0.18% | 40 |
|
|
2023
Q2 | $367K | Sell |
1,891
-115
| -6% | -$22.3K | 0.22% | 36 |
|
|
2023
Q1 | $331K | Sell |
2,006
-52
| -3% | -$8.58K | 0.2% | 38 |
|
|
2022
Q4 | $267K | Sell |
2,058
-63
| -3% | -$8.19K | 0.16% | 42 |
|
|
2022
Q3 | $293K | Sell |
2,121
-55
| -3% | -$7.6K | 0.19% | 42 |
|
|
2022
Q2 | $298K | Buy |
2,176
+5
| +0.2% | +$685 | 0.18% | 40 |
|
|
2022
Q1 | $379K | Hold |
2,171
| – | – | 0.21% | 37 |
|
|
2021
Q4 | $386K | Hold |
2,171
| – | – | 0.21% | 40 |
|
|
2021
Q3 | $307K | Hold |
2,171
| – | – | 0.18% | 44 |
|
|
2021
Q2 | $297K | Buy |
2,171
+400
| +23% | +$54.7K | 0.18% | 42 |
|
|
2021
Q1 | $216K | Sell |
1,771
-11,439
| -87% | -$1.4M | 0.13% | 50 |
|
|
2020
Q4 | $1.75M | Buy |
13,210
+210
| +2% | +$27.9K | 1.17% | 21 |
|
|
2020
Q3 | $1.51M | Buy |
13,000
+9,591
| +281% | +$1.11M | 1.07% | 21 |
|
|
2020
Q2 | $1.24M | Sell |
3,409
-92
| -3% | -$33.6K | 1.08% | 21 |
|
|
2020
Q1 | $890K | Buy |
3,501
+107
| +3% | +$27.2K | 0.89% | 23 |
|
|
2019
Q4 | $997K | Sell |
3,394
-167
| -5% | -$49.1K | 0.83% | 21 |
|
|
2019
Q3 | $798K | Buy |
3,561
+11
| +0.3% | +$2.47K | 0.69% | 24 |
|
|
2019
Q2 | $703K | Buy |
3,550
+12
| +0.3% | +$2.38K | 0.59% | 24 |
|
|
2019
Q1 | $672K | Buy |
3,538
+197
| +6% | +$37.4K | 0.59% | 25 |
|
|
2018
Q4 | $527K | Buy |
+3,341
| New | +$527K | 0.49% | 30 |
|