HWM
Hohimer Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Buy |
30,776
+1,095
| +4% | +$225K | 1.12% | 17 |
|
|
2025
Q1 | $6.59M | Sell |
29,681
-16,097
| -35% | -$3.58M | 1.28% | 12 |
|
|
2024
Q4 | $11.5M | Buy |
45,778
+6,897
| +18% | +$1.73M | 2.16% | 5 |
|
|
2024
Q3 | $9.06M | Sell |
38,881
-245
| -0.6% | -$57.1K | 1.95% | 4 |
|
|
2024
Q2 | $8.24M | Buy |
39,126
+2,254
| +6% | +$475K | 1.91% | 3 |
|
|
2024
Q1 | $6.32M | Sell |
36,872
-648
| -2% | -$111K | 1.48% | 9 |
|
|
2023
Q4 | $7.22M | Buy |
37,520
+243
| +0.7% | +$46.8K | 1.83% | 4 |
|
|
2023
Q3 | $6.38M | Sell |
37,277
-232
| -0.6% | -$39.7K | 1.82% | 5 |
|
|
2023
Q2 | $7.28M | Sell |
37,509
-1,739
| -4% | -$337K | 2.01% | 4 |
|
|
2023
Q1 | $6.47M | Buy |
39,248
+1,859
| +5% | +$307K | 1.87% | 4 |
|
|
2022
Q4 | $4.86M | Sell |
37,389
-2,036
| -5% | -$265K | 1.55% | 11 |
|
|
2022
Q3 | $5.45M | Sell |
39,425
-2,736
| -6% | -$378K | 1.75% | 5 |
|
|
2022
Q2 | $5.76M | Sell |
42,161
-13,972
| -25% | -$1.91M | 1.7% | 4 |
|
|
2022
Q1 | $9.8M | Buy |
56,133
+5,511
| +11% | +$962K | 1.93% | 7 |
|
|
2021
Q4 | $8.99M | Sell |
50,622
-7,990
| -14% | -$1.42M | 1.89% | 6 |
|
|
2021
Q3 | $8.29M | Sell |
58,612
-3,782
| -6% | -$535K | 1.74% | 6 |
|
|
2021
Q2 | $8.33M | Buy |
62,394
+2,538
| +4% | +$339K | 1.7% | 7 |
|
|
2021
Q1 | $7.31M | Sell |
59,856
-96,936
| -62% | -$11.8M | 1.78% | 9 |
|
|
2020
Q4 | $20.8M | Sell |
156,792
-1,628
| -1% | -$216K | 5.51% | 2 |
|
|
2020
Q3 | $18.4M | Buy |
158,420
+145,089
| +1,088% | +$16.8M | 5.24% | 2 |
|
|
2020
Q2 | $4.86M | Buy |
13,331
+1,355
| +11% | +$494K | 1.68% | 4 |
|
|
2020
Q1 | $3.39M | Buy |
11,976
+550
| +5% | +$156K | 1.43% | 10 |
|
|
2019
Q4 | $3.36M | Buy |
+11,426
| New | +$3.36M | 1.17% | 8 |
|