Hixon Zuercher’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
33,149
+326
| +1% | +$66.9K | 2.2% | 14 |
|
|
2025
Q1 | $7.29M | Sell |
32,823
-6,216
| -16% | -$1.38M | 2.57% | 8 |
|
|
2024
Q4 | $9.78M | Sell |
39,039
-827
| -2% | -$207K | 3.76% | 1 |
|
|
2024
Q3 | $9.29M | Sell |
39,866
-3,962
| -9% | -$923K | 3.64% | 1 |
|
|
2024
Q2 | $9.23M | Sell |
43,828
-721
| -2% | -$152K | 3.89% | 1 |
|
|
2024
Q1 | $7.64M | Sell |
44,549
-3,606
| -7% | -$618K | 3.23% | 8 |
|
|
2023
Q4 | $9.27M | Sell |
48,155
-220
| -0.5% | -$42.4K | 4.3% | 2 |
|
|
2023
Q3 | $8.28M | Buy |
48,375
+3,589
| +8% | +$614K | 4.34% | 2 |
|
|
2023
Q2 | $8.69M | Sell |
44,786
-304
| -0.7% | -$59K | 4.38% | 3 |
|
|
2023
Q1 | $7.44M | Sell |
45,090
-20,234
| -31% | -$3.34M | 4.41% | 3 |
|
|
2022
Q4 | $8.49M | Sell |
65,324
-10,210
| -14% | -$1.33M | 5.23% | 1 |
|
|
2022
Q3 | $10.4M | Buy |
75,534
+1,746
| +2% | +$241K | 6.66% | 1 |
|
|
2022
Q2 | $10.1M | Sell |
73,788
-972
| -1% | -$133K | 6.53% | 1 |
|
|
2022
Q1 | $13.1M | Buy |
74,760
+4,383
| +6% | +$765K | 7.01% | 1 |
|
|
2021
Q4 | $12.5M | Buy |
70,377
+532
| +0.8% | +$94.5K | 6.28% | 1 |
|
|
2021
Q3 | $9.88M | Buy |
69,845
+473
| +0.7% | +$66.9K | 5.78% | 1 |
|
|
2021
Q2 | $9.5M | Sell |
69,372
-3,862
| -5% | -$529K | 5.72% | 1 |
|
|
2021
Q1 | $8.95M | Sell |
73,234
-37
| -0.1% | -$4.52K | 5.91% | 1 |
|
|
2020
Q4 | $9.72M | Sell |
73,271
-1,314
| -2% | -$174K | 6.77% | 1 |
|
|
2020
Q3 | $8.64M | Sell |
74,585
-415
| -0.6% | -$48.1K | 6.63% | 1 |
|
|
2020
Q2 | $6.84M | Buy |
75,000
+3,784
| +5% | +$345K | 5.88% | 1 |
|
|
2020
Q1 | $4.53M | Sell |
71,216
-27,028
| -28% | -$1.72M | 6.52% | 1 |
|
|
2019
Q4 | $7.21M | Buy |
+98,244
| New | +$7.21M | 6.86% | 1 |
|