HWMG
Hurlow Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
19,096
-22
| -0.1% | -$4.51K | 1.11% | 23 |
|
|
2025
Q1 | $4.25M | Sell |
19,118
-135
| -0.7% | -$30K | 1.33% | 21 |
|
|
2024
Q4 | $4.82M | Sell |
19,253
-130
| -0.7% | -$32.6K | 1.51% | 19 |
|
|
2024
Q3 | $4.52M | Sell |
19,383
-235
| -1% | -$54.8K | 1.41% | 20 |
|
|
2024
Q2 | $4.13M | Buy |
19,618
+300
| +2% | +$63.2K | 1.42% | 19 |
|
|
2024
Q1 | $3.31M | Sell |
19,318
-14
| -0.1% | -$2.4K | 1.17% | 20 |
|
|
2023
Q4 | $3.72M | Sell |
19,332
-19
| -0.1% | -$3.66K | 1.41% | 18 |
|
|
2023
Q3 | $3.31M | Buy |
19,351
+1,441
| +8% | +$247K | 1.44% | 18 |
|
|
2023
Q2 | $3.47M | Sell |
17,910
-152
| -0.8% | -$29.5K | 1.48% | 18 |
|
|
2023
Q1 | $2.98M | Buy |
18,062
+34
| +0.2% | +$5.61K | 1.38% | 18 |
|
|
2022
Q4 | $2.34M | Buy |
18,028
+729
| +4% | +$94.7K | 1.22% | 20 |
|
|
2022
Q3 | $2.39M | Hold |
17,299
| – | – | 1.39% | 19 |
|
|
2022
Q2 | $2.37M | Sell |
17,299
-18
| -0.1% | -$2.46K | 1.36% | 16 |
|
|
2022
Q1 | $3.02M | Sell |
17,317
-1,427
| -8% | -$249K | 1.85% | 13 |
|
|
2021
Q4 | $2.47M | Sell |
18,744
-331
| -2% | -$43.7K | 1.94% | 12 |
|
|
2021
Q3 | $2.7M | Buy |
19,075
+36
| +0.2% | +$5.09K | 1.6% | 14 |
|
|
2021
Q2 | $2.61M | Sell |
19,039
-56
| -0.3% | -$7.67K | 1.72% | 14 |
|
|
2021
Q1 | $2.33M | Buy |
19,095
+941
| +5% | +$115K | 1.68% | 14 |
|
|
2020
Q4 | $2.41M | Sell |
18,154
-1,259
| -6% | -$167K | 1.89% | 13 |
|
|
2020
Q3 | $2.25M | Buy |
19,413
+14,553
| +299% | +$1.69M | 2.06% | 13 |
|
|
2020
Q2 | $1.86M | Buy |
4,860
+12
| +0.2% | +$4.58K | 1.79% | 13 |
|
|
2020
Q1 | $1.38M | Sell |
4,848
-763
| -14% | -$217K | 1.48% | 14 |
|
|
2019
Q4 | $1.75M | Sell |
5,611
-260
| -4% | -$80.9K | 1.71% | 14 |
|
|
2019
Q3 | $1.39M | Sell |
5,871
-604
| -9% | -$142K | 1.47% | 15 |
|
|
2019
Q2 | $1.32M | Hold |
6,475
| – | – | 1.39% | 18 |
|
|
2019
Q1 | $1.3M | Buy |
6,475
+606
| +10% | +$122K | 1.39% | 18 |
|
|
2018
Q4 | $917K | Buy |
+5,869
| New | +$917K | 1.11% | 19 |
|