HIM
Hotaling Investment Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.4M | Sell |
126,570
-10,603
| -8% | -$1.38M | 7.44% | 1 |
|
|
2022
Q3 | $19M | Sell |
137,173
-679
| -0.5% | -$93.8K | 9.09% | 1 |
|
|
2022
Q2 | $18.8M | Buy |
137,852
+2,484
| +2% | +$340K | 8.19% | 1 |
|
|
2022
Q1 | $23.6M | Buy |
135,368
+711
| +0.5% | +$124K | 9.08% | 1 |
|
|
2021
Q4 | $23.9M | Buy |
134,657
+3,147
| +2% | +$559K | 8.3% | 1 |
|
|
2021
Q3 | $18.6M | Buy |
131,510
+367
| +0.3% | +$51.9K | 7.73% | 1 |
|
|
2021
Q2 | $18M | Buy |
131,143
+67
| +0.1% | +$9.18K | 7.3% | 1 |
|
|
2021
Q1 | $16M | Buy |
131,076
+1,812
| +1% | +$221K | 7.19% | 1 |
|
|
2020
Q4 | $17.2M | Buy |
129,264
+1,101
| +0.9% | +$146K | 8% | 1 |
|
|
2020
Q3 | $14.8M | Buy |
128,163
+95,233
| +289% | +$11M | 8.02% | 1 |
|
|
2020
Q2 | $12M | Buy |
32,930
+830
| +3% | +$303K | 6.93% | 2 |
|
|
2020
Q1 | $8.16M | Sell |
32,100
-805
| -2% | -$205K | 6.08% | 2 |
|
|
2019
Q4 | $9.66M | Sell |
32,905
-106
| -0.3% | -$31.1K | 5.54% | 1 |
|
|
2019
Q3 | $7.39M | Buy |
33,011
+323
| +1% | +$72.3K | 4.75% | 2 |
|
|
2019
Q2 | $6.47M | Buy |
32,688
+284
| +0.9% | +$56.2K | 4.15% | 2 |
|
|
2019
Q1 | $6.16M | Sell |
32,404
-616
| -2% | -$117K | 4.16% | 2 |
|
|
2018
Q4 | $5.21M | Buy |
+33,020
| New | +$5.21M | 4.24% | 2 |
|