Hyperion Capital 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
$1.29M Buy
2025
Q1
$1.4M Hold
2024
Q4
$1.58M Hold
2024
Q3
$1.47M Hold
2024
Q2
$1.33M Hold
2024
Q1
$1.08M Buy
2023
Q4
$1.16M Hold
2023
Q3
$1.04M Hold
2023
Q2
$1.17M Hold
2023
Q1
$997K Hold
2022
Q4
$786K Hold
2022
Q3
$836K Hold
2022
Q2
$827K Hold
2022
Q1
$1.06M Buy
2021
Q4
$1.03M Hold
2021
Q3
$820K Hold
2021
Q2
$793K Hold
2021
Q1
$707K Buy
2020
Q4
$739K Buy
2020
Q3
$472K Hold
2020
Q2
$371K Sell
2020
Q1
$481K Buy
2019
Q4
$514K Buy