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HMV Wealth Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.02M Sell
9,828
-5,723
-37% -$1.17M 1.32% 21
2025
Q1
$3.45M Hold
15,551
2.74% 11
2024
Q4
$3.89M Buy
+15,551
New +$3.89M 3.9% 6