HCIA
Hochman Cole Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.52M | Buy |
38,987
+2,091
| +6% | +$296K | 2.16% | 11 |
|
|
2021
Q2 | $5.05M | Sell |
36,896
-1,569
| -4% | -$215K | 2.02% | 11 |
|
|
2021
Q1 | $4.7M | Sell |
38,465
-5,017
| -12% | -$613K | 1.97% | 12 |
|
|
2020
Q4 | $5.77M | Buy |
43,482
+2,752
| +7% | +$365K | 2.48% | 10 |
|
|
2020
Q3 | $4.72M | Buy |
40,730
+31,584
| +345% | +$3.66M | 2.32% | 10 |
|
|
2020
Q2 | $3.34M | Buy |
9,146
+54
| +0.6% | +$19.7K | 1.84% | 17 |
|
|
2020
Q1 | $2.31M | Sell |
9,092
-70
| -0.8% | -$17.8K | 1.59% | 20 |
|
|
2019
Q4 | $2.69M | Sell |
9,162
-1,701
| -16% | -$500K | 1.47% | 20 |
|
|
2019
Q3 | $2.43M | Buy |
10,863
+106
| +1% | +$23.7K | 1.52% | 20 |
|
|
2019
Q2 | $2.13M | Sell |
10,757
-178
| -2% | -$35.2K | 1.27% | 24 |
|
|
2019
Q1 | $2.08M | Buy |
10,935
+100
| +0.9% | +$19K | 1.24% | 24 |
|
|
2018
Q4 | $1.71M | Buy |
10,835
+534
| +5% | +$84.2K | 1.18% | 25 |
|
|
2018
Q3 | $2.33M | Sell |
10,301
-123
| -1% | -$27.8K | 1.45% | 21 |
|
|
2018
Q2 | $1.93M | Sell |
10,424
-238
| -2% | -$44.1K | 1.27% | 25 |
|
|
2018
Q1 | $1.79M | Sell |
10,662
-46
| -0.4% | -$7.72K | 1.25% | 24 |
|
|
2017
Q4 | $1.81M | Sell |
10,708
-507
| -5% | -$85.8K | 1.14% | 26 |
|
|
2017
Q3 | $1.73M | Buy |
11,215
+793
| +8% | +$122K | 1.13% | 27 |
|
|
2017
Q2 | $1.5M | Buy |
10,422
+34
| +0.3% | +$4.9K | 1.04% | 28 |
|
|
2017
Q1 | $1.49M | Sell |
10,388
-450
| -4% | -$64.6K | 1.08% | 28 |
|
|
2016
Q4 | $1.26M | Sell |
10,838
-1,320
| -11% | -$153K | 0.91% | 30 |
|
|
2016
Q3 | $1.38M | Buy |
12,158
+483
| +4% | +$54.6K | 1.03% | 28 |
|
|
2016
Q2 | $1.12M | Buy |
11,675
+2,844
| +32% | +$272K | 0.91% | 28 |
|
|
2016
Q1 | $963K | Sell |
8,831
-191
| -2% | -$20.8K | 0.82% | 35 |
|
|
2015
Q4 | $950K | Buy |
+9,022
| New | +$950K | 0.81% | 36 |
|