HFRG
Houlihan Financial Resource Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
14,516
+760
| +6% | +$157K | 1.25% | 29 |
|
|
2025
Q1 | $3.06M | Sell |
13,756
-592
| -4% | -$132K | 1.37% | 27 |
|
|
2024
Q4 | $3.59M | Sell |
14,348
-4,276
| -23% | -$1.07M | 1.53% | 25 |
|
|
2024
Q3 | $4.34M | Sell |
18,624
-109
| -0.6% | -$25.4K | 1.79% | 20 |
|
|
2024
Q2 | $3.95M | Buy |
18,733
+5
| +0% | +$1.05K | 2.69% | 14 |
|
|
2024
Q1 | $3.21M | Buy |
18,728
+55
| +0.3% | +$9.43K | 1.44% | 28 |
|
|
2023
Q4 | $3.6M | Buy |
18,673
+5
| +0% | +$963 | 1.74% | 18 |
|
|
2023
Q3 | $3.19M | Buy |
+18,668
| New | +$3.19M | 1.71% | 19 |
|
|
2023
Q2 | – | Sell |
-18,856
| Closed | -$3.11M | – | 135 |
|
|
2023
Q1 | $3.11M | Buy |
18,856
+290
| +2% | +$47.8K | 1.7% | 19 |
|
|
2022
Q4 | $2.63M | Sell |
18,566
-495
| -3% | -$70K | 1.52% | 23 |
|
|
2022
Q3 | $2.7M | Buy |
+19,061
| New | +$2.7M | 1.64% | 23 |
|
|
2020
Q3 | $2.42M | Buy |
+20,222
| New | +$2.42M | 1.39% | 25 |
|
|
2020
Q1 | $1.9M | Buy |
7,458
+33
| +0.4% | +$8.39K | 1.65% | 20 |
|
|
2019
Q4 | $2.18M | Buy |
+7,425
| New | +$2.18M | 1.41% | 20 |
|