HFS
Hoge Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
6,161
+417
| +7% | +$85.8K | 0.79% | 18 |
|
|
2025
Q1 | $1.28M | Buy |
5,744
+294
| +5% | +$65.3K | 0.89% | 17 |
|
|
2024
Q4 | $1.36M | Buy |
5,450
+487
| +10% | +$122K | 1% | 16 |
|
|
2024
Q3 | $1.16M | Buy |
4,963
+746
| +18% | +$174K | 0.87% | 17 |
|
|
2024
Q2 | $888K | Buy |
4,217
+1,361
| +48% | +$287K | 0.73% | 18 |
|
|
2024
Q1 | $490K | Buy |
2,856
+172
| +6% | +$29.5K | 0.4% | 30 |
|
|
2023
Q4 | $517K | Buy |
+2,684
| New | +$517K | 0.52% | 24 |
|