HFS
Howard Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Sell |
132,520
-2,452
| -2% | -$503K | 3.57% | 10 |
|
|
2025
Q1 | $30M | Buy |
134,972
+231
| +0.2% | +$51.3K | 4.08% | 7 |
|
|
2024
Q4 | $33.7M | Buy |
134,741
+1,337
| +1% | +$335K | 4.59% | 5 |
|
|
2024
Q3 | $31.1M | Sell |
133,404
-650
| -0.5% | -$151K | 4.49% | 6 |
|
|
2024
Q2 | $28.2M | Sell |
134,054
-7,664
| -5% | -$1.61M | 4.63% | 5 |
|
|
2024
Q1 | $24.3M | Buy |
141,718
+38,170
| +37% | +$6.55M | 4.19% | 5 |
|
|
2023
Q4 | $19.9M | Buy |
103,548
+21,502
| +26% | +$4.14M | 3.84% | 5 |
|
|
2023
Q3 | $14M | Buy |
82,046
+7,152
| +10% | +$1.22M | 3.22% | 8 |
|
|
2023
Q2 | $14.5M | Sell |
74,894
-198
| -0.3% | -$38.4K | 3.47% | 6 |
|
|
2023
Q1 | $12.4M | Buy |
75,092
+308
| +0.4% | +$50.8K | 3.02% | 7 |
|
|
2022
Q4 | $9.72M | Sell |
74,784
-519
| -0.7% | -$67.4K | 2.55% | 9 |
|
|
2022
Q3 | $10.4M | Buy |
75,303
+134
| +0.2% | +$18.5K | 3.37% | 5 |
|
|
2022
Q2 | $10.3M | Buy |
75,169
+5,044
| +7% | +$690K | 3.49% | 6 |
|
|
2022
Q1 | $12.2M | Buy |
70,125
+1,924
| +3% | +$336K | 3.63% | 7 |
|
|
2021
Q4 | $12.1M | Sell |
68,201
-450
| -0.7% | -$79.9K | 3.63% | 7 |
|
|
2021
Q3 | $9.71M | Sell |
68,651
-2,763
| -4% | -$391K | 3.64% | 5 |
|
|
2021
Q2 | $9.78M | Sell |
71,414
-448
| -0.6% | -$61.4K | 3.83% | 5 |
|
|
2021
Q1 | $8.78M | Buy |
71,862
+7,915
| +12% | +$967K | 3.94% | 5 |
|
|
2020
Q4 | $8.49M | Buy |
63,947
+5,781
| +10% | +$767K | 4.47% | 5 |
|
|
2020
Q3 | $6.74M | Buy |
58,166
+43,997
| +311% | +$5.1M | 4.35% | 6 |
|
|
2020
Q2 | $5.17M | Sell |
14,169
-1,623
| -10% | -$592K | 3.67% | 7 |
|
|
2020
Q1 | $4.02M | Sell |
15,792
-1,103
| -7% | -$280K | 3.55% | 6 |
|
|
2019
Q4 | $4.96M | Buy |
16,895
+325
| +2% | +$95.4K | 3.05% | 8 |
|
|
2019
Q3 | $3.71M | Sell |
16,570
-50
| -0.3% | -$11.2K | 2.46% | 9 |
|
|
2019
Q2 | $3.29M | Buy |
16,620
+6
| +0% | +$1.19K | 2.25% | 12 |
|
|
2019
Q1 | $3.16M | Sell |
16,614
-421
| -2% | -$80K | 2.24% | 13 |
|
|
2018
Q4 | $2.69M | Buy |
+17,035
| New | +$2.69M | 2.06% | 14 |
|