HPCM
Hunter Perkins Capital Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $926K | Sell |
4,511
-600
| -12% | -$123K | 0.22% | 78 |
|
2025
Q1 | $1.14M | Hold |
5,111
| – | – | 0.26% | 64 |
|
2024
Q4 | $1.28M | Hold |
5,111
| – | – | 0.27% | 60 |
|
2024
Q3 | $1.19M | Hold |
5,111
| – | – | 0.24% | 65 |
|
2024
Q2 | $1.08M | Sell |
5,111
-150
| -3% | -$31.6K | 0.23% | 64 |
|
2024
Q1 | $902K | Buy |
+5,261
| New | +$902K | 0.18% | 70 |
|
2023
Q4 | – | Sell |
-5,371
| Closed | -$920K | – | 90 |
|
2023
Q3 | $920K | Sell |
5,371
-370
| -6% | -$63.4K | 0.2% | 66 |
|
2023
Q2 | $1.11M | Sell |
5,741
-1,800
| -24% | -$349K | 0.24% | 69 |
|
2023
Q1 | $1.24M | Hold |
7,541
| – | – | 0.29% | 58 |
|
2022
Q4 | $979K | Sell |
7,541
-200
| -3% | -$26K | 0.22% | 55 |
|
2022
Q3 | $1.07M | Sell |
7,741
-111
| -1% | -$15.3K | 0.26% | 52 |
|
2022
Q2 | $1.07M | Hold |
7,852
| – | – | 0.25% | 49 |
|
2022
Q1 | $1.37M | Hold |
7,852
| – | – | 0.28% | 46 |
|
2021
Q4 | $1.39M | Sell |
7,852
-100
| -1% | -$17.8K | 0.26% | 46 |
|
2021
Q3 | $1.13M | Buy |
7,952
+400
| +5% | +$56.6K | 0.23% | 46 |
|
2021
Q2 | $1.03M | Sell |
7,552
-1,070
| -12% | -$147K | 0.19% | 53 |
|
2021
Q1 | $1.05M | Sell |
8,622
-185,961
| -96% | -$22.7M | 0.21% | 53 |
|
2020
Q4 | $25.8M | Buy |
194,583
+2,239
| +1% | +$297K | 4.57% | 3 |
|
2020
Q3 | $22.3M | Buy |
192,344
+142,749
| +288% | +$16.5M | 5.76% | 3 |
|
2020
Q2 | $18.1M | Buy |
+49,595
| New | +$18.1M | 5.22% | 4 |
|