HA
Hofer & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
23,749
+65
| +0.3% | +$13.3K | 3.04% | 10 |
|
|
2025
Q1 | $5.26M | Buy |
23,684
+101
| +0.4% | +$22.4K | 3.57% | 9 |
|
|
2024
Q4 | $5.91M | Sell |
23,583
-180
| -0.8% | -$45.1K | 3.96% | 7 |
|
|
2024
Q3 | $5.54M | Sell |
23,763
-158
| -0.7% | -$36.8K | 3.82% | 9 |
|
|
2024
Q2 | $5.04M | Buy |
23,921
+134
| +0.6% | +$28.2K | 3.91% | 9 |
|
|
2024
Q1 | $4.08M | Buy |
23,787
+335
| +1% | +$57.4K | 3.43% | 10 |
|
|
2023
Q4 | $4.52M | Sell |
23,452
-189
| -0.8% | -$36.4K | 4.19% | 9 |
|
|
2023
Q3 | $4.05M | Buy |
23,641
+103
| +0.4% | +$17.6K | 4.15% | 9 |
|
|
2023
Q2 | $4.57M | Buy |
23,538
+387
| +2% | +$75.1K | 4.38% | 8 |
|
|
2023
Q1 | $3.01M | Hold |
23,151
| – | – | 3.01% | 12 |
|
|
2022
Q4 | $3.01M | Buy |
23,151
+91
| +0.4% | +$11.8K | 3% | 12 |
|
|
2022
Q3 | $3.19M | Buy |
23,060
+765
| +3% | +$106K | 3.43% | 11 |
|
|
2022
Q2 | $3.05M | Buy |
22,295
+509
| +2% | +$69.6K | 3.17% | 12 |
|
|
2022
Q1 | $3.8M | Buy |
21,786
+530
| +2% | +$92.5K | 3.35% | 11 |
|
|
2021
Q4 | $3.77M | Buy |
+21,256
| New | +$3.77M | 3.42% | 11 |
|