HWM
Howard Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Sell |
34,935
-314
| -0.9% | -$64.4K | 3.62% | 4 |
|
|
2025
Q1 | $7.83M | Sell |
35,249
-252
| -0.7% | -$56K | 4.36% | 3 |
|
|
2024
Q4 | $8.89M | Buy |
35,501
+2,242
| +7% | +$561K | 4.81% | 3 |
|
|
2024
Q3 | $7.75M | Sell |
33,259
-179
| -0.5% | -$41.7K | 4.51% | 4 |
|
|
2024
Q2 | $7.04M | Sell |
33,438
-895
| -3% | -$189K | 5.55% | 3 |
|
|
2024
Q1 | $5.89M | Buy |
34,333
+700
| +2% | +$120K | 4.79% | 4 |
|
|
2023
Q4 | $6.48M | Sell |
33,633
-1,460
| -4% | -$281K | 5.41% | 4 |
|
|
2023
Q3 | $6.01M | Sell |
35,093
-115
| -0.3% | -$19.7K | 5.54% | 4 |
|
|
2023
Q2 | $6.83M | Sell |
35,208
-416
| -1% | -$80.7K | 5.92% | 3 |
|
|
2023
Q1 | $5.87M | Sell |
35,624
-577
| -2% | -$95.1K | 4.9% | 4 |
|
|
2022
Q4 | $4.7M | Sell |
36,201
-668
| -2% | -$86.8K | 3.86% | 6 |
|
|
2022
Q3 | $5.1M | Buy |
36,869
+14,683
| +66% | +$2.03M | 3.61% | 5 |
|
|
2022
Q2 | $3.03M | Sell |
22,186
-11,728
| -35% | -$1.6M | 3.21% | 9 |
|
|
2022
Q1 | $5.92M | Sell |
33,914
-1,225
| -3% | -$214K | 3.23% | 7 |
|
|
2021
Q4 | $6.24M | Sell |
35,139
-1,048
| -3% | -$186K | 3.29% | 6 |
|
|
2021
Q3 | $5.12M | Sell |
36,187
-3,263
| -8% | -$462K | 2.86% | 6 |
|
|
2021
Q2 | $5.4M | Sell |
39,450
-1,175
| -3% | -$161K | 2.97% | 7 |
|
|
2021
Q1 | $4.96M | Sell |
40,625
-1,166
| -3% | -$142K | 2.9% | 7 |
|
|
2020
Q4 | $5.55M | Sell |
41,791
-1,163
| -3% | -$154K | 3.46% | 6 |
|
|
2020
Q3 | $4.97M | Buy |
42,954
+32,470
| +310% | +$3.76M | 3.55% | 5 |
|
|
2020
Q2 | $3.82M | Sell |
10,484
-155
| -1% | -$56.5K | 3.12% | 7 |
|
|
2020
Q1 | $2.71M | Sell |
10,639
-313
| -3% | -$79.6K | 2.84% | 11 |
|
|
2019
Q4 | $3.22M | Buy |
+10,952
| New | +$3.22M | 2.69% | 9 |
|