HIA
HTG Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
12,173
-631
| -5% | -$129K | 0.93% | 23 |
|
|
2025
Q1 | $2.84M | Buy |
12,804
+24
| +0.2% | +$5.33K | 1.19% | 19 |
|
|
2024
Q4 | $3.2M | Sell |
12,780
-43
| -0.3% | -$10.8K | 1.46% | 17 |
|
|
2024
Q3 | $2.99M | Buy |
12,823
+4
| +0% | +$932 | 1.41% | 18 |
|
|
2024
Q2 | $2.7M | Sell |
12,819
-2
| -0% | -$421 | 1.46% | 17 |
|
|
2024
Q1 | $2.2M | Sell |
12,821
-2,900
| -18% | -$497K | 1.27% | 18 |
|
|
2023
Q4 | $3.03M | Buy |
15,721
+1,283
| +9% | +$247K | 1.98% | 15 |
|
|
2023
Q3 | $2.47M | Sell |
14,438
-1,093
| -7% | -$187K | 1.98% | 15 |
|
|
2023
Q2 | $3.01M | Sell |
15,531
-1,278
| -8% | -$248K | 2.49% | 12 |
|
|
2023
Q1 | $2.77M | Buy |
16,809
+2,892
| +21% | +$477K | 2.53% | 10 |
|
|
2022
Q4 | $1.81M | Buy |
+13,917
| New | +$1.81M | 1.83% | 14 |
|