Hummer Financial Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
5,203
-234
| -4% | -$48K | 0.8% | 26 |
|
|
2025
Q1 | $1.21M | Hold |
5,437
| – | – | 0.98% | 20 |
|
|
2024
Q4 | $1.36M | Hold |
5,437
| – | – | 1.08% | 19 |
|
|
2024
Q3 | $1.27M | Hold |
5,437
| – | – | 1% | 20 |
|
|
2024
Q2 | $1.15M | Sell |
5,437
-51
| -0.9% | -$10.7K | 0.99% | 21 |
|
|
2024
Q1 | $941K | Buy |
5,488
+120
| +2% | +$20.6K | 0.78% | 28 |
|
|
2023
Q4 | $1.03M | Hold |
5,368
| – | – | 0.95% | 21 |
|
|
2023
Q3 | $919K | Buy |
5,368
+100
| +2% | +$17.1K | 0.94% | 22 |
|
|
2023
Q2 | $1.02M | Hold |
5,268
| – | – | 1% | 21 |
|
|
2023
Q1 | $869K | Buy |
5,268
+600
| +13% | +$98.9K | 0.92% | 26 |
|
|
2022
Q4 | $607K | Hold |
4,668
| – | – | 0.67% | 35 |
|
|
2022
Q3 | $645K | Sell |
4,668
-600
| -11% | -$82.9K | 0.76% | 30 |
|
|
2022
Q2 | $720K | Sell |
5,268
-100
| -2% | -$13.7K | 0.82% | 30 |
|
|
2022
Q1 | $937K | Hold |
5,368
| – | – | 0.85% | 28 |
|
|
2021
Q4 | $953K | Hold |
5,368
| – | – | 0.8% | 27 |
|
|
2021
Q3 | $760K | Buy |
5,368
+350
| +7% | +$49.6K | 0.7% | 30 |
|
|
2021
Q2 | $687K | Hold |
5,018
| – | – | 0.63% | 34 |
|
|
2021
Q1 | $613K | Buy |
5,018
+16
| +0.3% | +$1.96K | 0.6% | 35 |
|
|
2020
Q4 | $664K | Sell |
5,002
-230
| -4% | -$30.5K | 0.7% | 30 |
|
|
2020
Q3 | $606K | Sell |
5,232
-636
| -11% | -$73.7K | 0.71% | 31 |
|
|
2020
Q2 | $535K | Buy |
5,868
+120
| +2% | +$10.9K | 0.68% | 32 |
|
|
2020
Q1 | $365K | Sell |
5,748
-320
| -5% | -$20.3K | 0.55% | 47 |
|
|
2019
Q4 | $445K | Buy |
+6,068
| New | +$445K | 0.48% | 57 |
|