Hillcrest Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $890K | Buy |
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|
2019
Q4 | $997K | Sell |
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|
2019
Q3 | $798K | Buy |
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|
2019
Q2 | $703K | Buy |
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|
2019
Q1 | $672K | Buy |
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|
2018
Q4 | $527K | Buy |
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