Hoxton Planning & Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
26,854
-651
| -2% | -$134K | 1.9% | 9 |
|
|
2025
Q1 | $6.11M | Sell |
27,505
-398
| -1% | -$88.4K | 2.33% | 6 |
|
|
2024
Q4 | $6.99M | Buy |
27,903
+242
| +0.9% | +$60.6K | 2.67% | 5 |
|
|
2024
Q3 | $6.44M | Buy |
27,661
+1,751
| +7% | +$408K | 2.5% | 6 |
|
|
2024
Q2 | $5.46M | Sell |
25,910
-651
| -2% | -$137K | 2.54% | 8 |
|
|
2024
Q1 | $4.55M | Buy |
26,561
+1,932
| +8% | +$331K | 2.18% | 7 |
|
|
2023
Q4 | $4.74M | Buy |
24,629
+764
| +3% | +$147K | 2.51% | 5 |
|
|
2023
Q3 | $4.09M | Sell |
23,865
-426
| -2% | -$72.9K | 2.65% | 6 |
|
|
2023
Q2 | $4.71M | Sell |
24,291
-363
| -1% | -$70.4K | 2.91% | 8 |
|
|
2023
Q1 | $4.07M | Buy |
24,654
+426
| +2% | +$70.2K | 2.24% | 9 |
|
|
2022
Q4 | $3.15M | Buy |
+24,228
| New | +$3.15M | 1.67% | 11 |
|