HTG Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $3.01M | Sell |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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