HFS
Horizon Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
3,422
+58
| +2% | +$11.9K | 0.37% | 40 |
|
|
2025
Q1 | $747K | Sell |
3,364
-238
| -7% | -$52.9K | 0.42% | 40 |
|
|
2024
Q4 | $902K | Buy |
3,602
+7
| +0.2% | +$1.75K | 0.51% | 33 |
|
|
2024
Q3 | $838K | Sell |
3,595
-250
| -7% | -$58.2K | 0.5% | 33 |
|
|
2024
Q2 | $810K | Sell |
3,845
-380
| -9% | -$80K | 0.51% | 32 |
|
|
2024
Q1 | $725K | Buy |
4,225
+718
| +20% | +$123K | 0.47% | 34 |
|
|
2023
Q4 | $675K | Sell |
3,507
-280
| -7% | -$53.9K | 0.48% | 37 |
|
|
2023
Q3 | $648K | Buy |
3,787
+373
| +11% | +$63.9K | 0.52% | 32 |
|
|
2023
Q2 | $662K | Sell |
3,414
-566
| -14% | -$110K | 0.54% | 31 |
|
|
2023
Q1 | $656K | Buy |
3,980
+1
| +0% | +$165 | 0.56% | 31 |
|
|
2022
Q4 | $517K | Buy |
3,979
+56
| +1% | +$7.28K | 0.45% | 33 |
|
|
2022
Q3 | $542K | Buy |
3,923
+1
| +0% | +$138 | 0.48% | 38 |
|
|
2022
Q2 | $536K | Hold |
3,922
| – | – | 0.41% | 36 |
|
|
2022
Q1 | $685K | Buy |
3,922
+582
| +17% | +$102K | 0.44% | 37 |
|
|
2021
Q4 | $593K | Buy |
3,340
+600
| +22% | +$107K | 0.36% | 41 |
|
|
2021
Q3 | $388K | Hold |
2,740
| – | – | 0.26% | 49 |
|
|
2021
Q2 | $375K | Sell |
2,740
-1,440
| -34% | -$197K | 0.27% | 52 |
|
|
2021
Q1 | $511K | Buy |
4,180
+300
| +8% | +$36.7K | 0.45% | 18 |
|
|
2020
Q4 | $515K | Hold |
3,880
| – | – | 0.47% | 18 |
|
|
2020
Q3 | $449K | Buy |
+3,880
| New | +$449K | 0.44% | 17 |
|