HWM
Horizon Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
51,890
-3,225
| -6% | -$662K | 1.87% | 15 |
|
|
2025
Q1 | $12.2M | Sell |
55,115
-324
| -0.6% | -$72K | 2.06% | 16 |
|
|
2024
Q4 | $13.9M | Buy |
55,439
+914
| +2% | +$229K | 2.42% | 13 |
|
|
2024
Q3 | $12.7M | Sell |
54,525
-2,941
| -5% | -$685K | 2.54% | 14 |
|
|
2024
Q2 | $12.1M | Sell |
57,466
-9,239
| -14% | -$1.95M | 2.88% | 12 |
|
|
2024
Q1 | $11.4M | Sell |
66,705
-82
| -0.1% | -$14.1K | 2.98% | 10 |
|
|
2023
Q4 | $12.9M | Buy |
66,787
+1,591
| +2% | +$306K | 3.58% | 9 |
|
|
2023
Q3 | $11.2M | Buy |
65,196
+2,962
| +5% | +$507K | 4.48% | 6 |
|
|
2023
Q2 | $12.1M | Buy |
62,234
+367
| +0.6% | +$71.2K | 4.76% | 9 |
|
|
2023
Q1 | $10.2M | Buy |
61,867
+4,887
| +9% | +$806K | 7.65% | 4 |
|
|
2022
Q4 | $7.4M | Sell |
56,980
-63,956
| -53% | -$8.31M | 6.03% | 6 |
|
|
2022
Q3 | $16.7M | Sell |
120,936
-4,722
| -4% | -$653K | 12.25% | 1 |
|
|
2022
Q2 | $17.2M | Buy |
125,658
+35,817
| +40% | +$4.9M | 7.12% | 2 |
|
|
2022
Q1 | $15.7M | Buy |
89,841
+24,646
| +38% | +$4.3M | 4.87% | 5 |
|
|
2021
Q4 | $11.6M | Buy |
+65,195
| New | +$11.6M | 3.37% | 10 |
|