HWA
Hilltop Wealth Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Sell |
6,836
-612
| -8% | -$126K | 0.79% | 23 |
|
2025
Q1 | $1.65M | Buy |
7,448
+1,665
| +29% | +$370K | 0.93% | 24 |
|
2024
Q4 | $1.45M | Buy |
5,783
+182
| +3% | +$45.6K | 0.73% | 24 |
|
2024
Q3 | $1.31M | Buy |
5,601
+171
| +3% | +$39.8K | 0.61% | 25 |
|
2024
Q2 | $1.14M | Buy |
5,430
+1,430
| +36% | +$301K | 0.57% | 24 |
|
2024
Q1 | $686K | Buy |
+4,000
| New | +$686K | 0.35% | 31 |
|