Hoese & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Hold |
2,602
| – | – | 0.43% | 18 |
|
|
2025
Q1 | $578K | Sell |
2,602
-870
| -25% | -$193K | 0.5% | 18 |
|
|
2024
Q4 | $869K | Buy |
3,472
+2,160
| +165% | +$541K | 0.75% | 17 |
|
|
2024
Q3 | $306K | Buy |
1,312
+400
| +44% | +$93.2K | 0.26% | 27 |
|
|
2024
Q2 | $175K | Buy |
912
+57
| +7% | +$11K | 0.15% | 32 |
|
|
2024
Q1 | $155K | Sell |
855
-112
| -12% | -$20.2K | 0.14% | 36 |
|
|
2023
Q4 | $184K | Hold |
967
| – | – | 0.18% | 32 |
|
|
2023
Q3 | $166K | Hold |
967
| – | – | 0.17% | 34 |
|
|
2023
Q2 | $188K | Sell |
967
-446
| -32% | -$86.5K | 0.18% | 35 |
|
|
2023
Q1 | $208K | Hold |
1,413
| – | – | 0.24% | 38 |
|
|
2022
Q4 | $209K | Sell |
1,413
-107
| -7% | -$15.8K | 0.22% | 40 |
|
|
2022
Q3 | $210K | Buy |
1,520
+123
| +9% | +$17K | 0.25% | 38 |
|
|
2022
Q2 | $191K | Sell |
1,397
-330
| -19% | -$45.1K | 0.21% | 44 |
|
|
2022
Q1 | $302K | Buy |
1,727
+43
| +3% | +$7.52K | 0.31% | 35 |
|
|
2021
Q4 | $299K | Hold |
1,684
| – | – | 0.3% | 40 |
|
|
2021
Q3 | $238K | Buy |
1,684
+1,377
| +449% | +$195K | 0.26% | 43 |
|
|
2021
Q2 | $42K | Buy |
307
+107
| +54% | +$14.6K | 0.05% | 91 |
|
|
2021
Q1 | $24K | Buy |
+200
| New | +$24K | 0.03% | 83 |
|