HI
Hoey Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
73,811
-12,898
| -15% | -$2.65M | 2.22% | 6 |
|
|
2025
Q1 | $19.3M | Sell |
86,709
-8,399
| -9% | -$1.87M | 3.76% | 5 |
|
|
2024
Q4 | $23.8M | Buy |
95,108
+17,186
| +22% | +$4.3M | 4% | 5 |
|
|
2024
Q3 | $16.4M | Hold |
77,922
| – | – | 3.07% | 5 |
|
|
2024
Q2 | $16.4M | Sell |
77,922
-8,408
| -10% | -$1.77M | 3.07% | 5 |
|
|
2024
Q1 | $14.8M | Sell |
86,330
-140,249
| -62% | -$24M | 3.24% | 5 |
|
|
2023
Q4 | $43.6M | Sell |
226,579
-11,376
| -5% | -$2.19M | 12.22% | 4 |
|
|
2023
Q3 | $40.7M | Buy |
237,955
+8,533
| +4% | +$1.46M | 13.5% | 4 |
|
|
2023
Q2 | $44.5M | Buy |
229,422
+6,361
| +3% | +$1.23M | 14.5% | 2 |
|
|
2023
Q1 | $36.8M | Buy |
223,061
+2,557
| +1% | +$422K | 14.36% | 3 |
|
|
2022
Q4 | $28.7M | Sell |
220,504
-6,430
| -3% | -$835K | 12.35% | 3 |
|
|
2022
Q3 | $31.4M | Buy |
226,934
+6,341
| +3% | +$876K | 12.32% | 3 |
|
|
2022
Q2 | $30.2M | Sell |
220,593
-120,964
| -35% | -$16.5M | 13% | 3 |
|
|
2022
Q1 | $59.6M | Buy |
341,557
+25,310
| +8% | +$4.42M | 16.17% | 2 |
|
|
2021
Q4 | $56.2M | Buy |
316,247
+27,558
| +10% | +$4.89M | 14.33% | 2 |
|
|
2021
Q3 | $40.9M | Buy |
288,689
+9,438
| +3% | +$1.34M | 12.2% | 2 |
|
|
2021
Q2 | $38.2M | Sell |
279,251
-54,481
| -16% | -$7.46M | 11.36% | 2 |
|
|
2021
Q1 | $40.8M | Sell |
333,732
-62,684
| -16% | -$7.66M | 13.72% | 2 |
|
|
2020
Q4 | $52.6M | Buy |
396,416
+21,707
| +6% | +$2.88M | 18.89% | 2 |
|
|
2020
Q3 | $43.4M | Buy |
374,709
+285,094
| +318% | +$33M | 17.52% | 2 |
|
|
2020
Q2 | $32.7M | Buy |
89,615
+3,712
| +4% | +$1.35M | 16.05% | 2 |
|
|
2020
Q1 | $21.8M | Buy |
85,903
+32,876
| +62% | +$8.36M | 15.34% | 2 |
|
|
2019
Q4 | $15.6M | Buy |
+53,027
| New | +$15.6M | 11.05% | 2 |
|