HGWM
Horst & Graben Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Buy |
45,787
+728
| +2% | +$149K | 1.56% | 21 |
|
|
2025
Q1 | $10M | Buy |
45,059
+2,420
| +6% | +$538K | 1.8% | 17 |
|
|
2024
Q4 | $10.7M | Sell |
42,639
-1,448
| -3% | -$363K | 1.9% | 17 |
|
|
2024
Q3 | $10.3M | Sell |
44,087
-373
| -0.8% | -$86.9K | 1.84% | 17 |
|
|
2024
Q2 | $9.36M | Buy |
44,460
+3,365
| +8% | +$709K | 1.79% | 17 |
|
|
2024
Q1 | $7.05M | Sell |
41,095
-726
| -2% | -$124K | 1.43% | 18 |
|
|
2023
Q4 | $8.05M | Sell |
41,821
-851
| -2% | -$164K | 1.77% | 13 |
|
|
2023
Q3 | $7.31M | Buy |
42,672
+2,719
| +7% | +$466K | 1.8% | 15 |
|
|
2023
Q2 | $7.75M | Buy |
39,953
+41
| +0.1% | +$7.95K | 1.85% | 16 |
|
|
2023
Q1 | $6.58M | Buy |
39,912
+2,284
| +6% | +$377K | 1.63% | 17 |
|
|
2022
Q4 | $4.89M | Buy |
37,628
+953
| +3% | +$124K | 1.28% | 16 |
|
|
2022
Q3 | $5.07M | Buy |
36,675
+189
| +0.5% | +$26.1K | 1.44% | 17 |
|
|
2022
Q2 | $4.99M | Buy |
36,486
+1,805
| +5% | +$247K | 1.35% | 17 |
|
|
2022
Q1 | $6.06M | Buy |
34,681
+44
| +0.1% | +$7.68K | 1.48% | 16 |
|
|
2021
Q4 | $6.15M | Sell |
34,637
-1,362
| -4% | -$242K | 1.54% | 19 |
|
|
2021
Q3 | $5.09M | Buy |
35,999
+27
| +0.1% | +$3.82K | 1.4% | 19 |
|
|
2021
Q2 | $4.93M | Buy |
35,972
+826
| +2% | +$113K | 1.38% | 17 |
|
|
2021
Q1 | $4.29M | Buy |
35,146
+4,937
| +16% | +$603K | 1.35% | 19 |
|
|
2020
Q4 | $4.01M | Sell |
30,209
-26
| -0.1% | -$3.45K | 1.38% | 19 |
|
|
2020
Q3 | $3.5M | Buy |
30,235
+23,057
| +321% | +$2.67M | 1.36% | 18 |
|
|
2020
Q2 | $2.62M | Buy |
7,178
+498
| +7% | +$182K | 1.15% | 17 |
|
|
2020
Q1 | $1.7M | Buy |
+6,680
| New | +$1.7M | 0.89% | 16 |
|