HWM
HRC Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
23,670
+266
| +1% | +$54.6K | 2.59% | 7 |
|
|
2025
Q1 | $5.2M | Sell |
23,404
-12
| -0.1% | -$2.67K | 3.23% | 7 |
|
|
2024
Q4 | $5.86M | Buy |
23,416
+2,468
| +12% | +$618K | 3.48% | 7 |
|
|
2024
Q3 | $4.88M | Buy |
20,948
+8
| +0% | +$1.86K | 3.15% | 7 |
|
|
2024
Q2 | $4.41M | Sell |
20,940
-147
| -0.7% | -$31K | 3.02% | 7 |
|
|
2024
Q1 | $3.62M | Buy |
21,087
+219
| +1% | +$37.6K | 2.64% | 7 |
|
|
2023
Q4 | $4.02M | Buy |
+20,868
| New | +$4.02M | 3.46% | 5 |
|