Horizon Family Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
7,944
-14
| -0.2% | -$2.87K | 0.99% | 24 |
|
|
2025
Q1 | $1.77M | Buy |
7,958
+56
| +0.7% | +$12.4K | 1.18% | 17 |
|
|
2024
Q4 | $1.98M | Buy |
7,902
+103
| +1% | +$25.8K | 1.31% | 16 |
|
|
2024
Q3 | $1.82M | Sell |
7,799
-930
| -11% | -$217K | 1.3% | 18 |
|
|
2024
Q2 | $1.84M | Buy |
8,729
+11
| +0.1% | +$2.32K | 1.4% | 16 |
|
|
2024
Q1 | $1.49M | Sell |
8,718
-484
| -5% | -$83K | 1.15% | 18 |
|
|
2023
Q4 | $1.77M | Buy |
9,202
+57
| +0.6% | +$11K | 1.49% | 12 |
|
|
2023
Q3 | $1.57M | Buy |
9,145
+254
| +3% | +$43.5K | 1.52% | 12 |
|
|
2023
Q2 | $1.72M | Buy |
8,891
+43
| +0.5% | +$8.34K | 1.65% | 14 |
|
|
2023
Q1 | $1.46M | Sell |
8,848
-79
| -0.9% | -$13K | 1.55% | 14 |
|
|
2022
Q4 | $1.16M | Sell |
8,927
-78
| -0.9% | -$10.1K | 1.34% | 17 |
|
|
2022
Q3 | $1.24M | Buy |
9,005
+43
| +0.5% | +$5.94K | 1.52% | 19 |
|
|
2022
Q2 | $1.23M | Sell |
8,962
-24
| -0.3% | -$3.28K | 1.42% | 18 |
|
|
2022
Q1 | $1.57M | Buy |
8,986
+3,467
| +63% | +$605K | 1.56% | 15 |
|
|
2021
Q4 | $980K | Buy |
+5,519
| New | +$980K | 1% | 25 |
|