HCA
Hyperion Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
6,296
+3
| +0% | +$616 | 0.81% | 17 |
|
|
2025
Q1 | $1.4M | Hold |
6,293
| – | – | 0.76% | 23 |
|
|
2024
Q4 | $1.58M | Hold |
6,293
| – | – | 0.81% | 21 |
|
|
2024
Q3 | $1.47M | Hold |
6,293
| – | – | 0.69% | 20 |
|
|
2024
Q2 | $1.33M | Hold |
6,293
| – | – | 0.62% | 21 |
|
|
2024
Q1 | $1.08M | Buy |
6,293
+246
| +4% | +$42.2K | 0.51% | 24 |
|
|
2023
Q4 | $1.16M | Hold |
6,047
| – | – | 0.63% | 24 |
|
|
2023
Q3 | $1.04M | Hold |
6,047
| – | – | 0.57% | 26 |
|
|
2023
Q2 | $1.17M | Hold |
6,047
| – | – | 0.64% | 24 |
|
|
2023
Q1 | $997K | Hold |
6,047
| – | – | 0.48% | 26 |
|
|
2022
Q4 | $786K | Hold |
6,047
| – | – | 0.39% | 28 |
|
|
2022
Q3 | $836K | Hold |
6,047
| – | – | 0.41% | 27 |
|
|
2022
Q2 | $827K | Hold |
6,047
| – | – | 0.39% | 30 |
|
|
2022
Q1 | $1.06M | Buy |
6,047
+255
| +4% | +$44.5K | 0.4% | 27 |
|
|
2021
Q4 | $1.03M | Hold |
5,792
| – | – | 0.23% | 29 |
|
|
2021
Q3 | $820K | Hold |
5,792
| – | – | 0.22% | 31 |
|
|
2021
Q2 | $793K | Hold |
5,792
| – | – | 0.23% | 30 |
|
|
2021
Q1 | $707K | Buy |
5,792
+220
| +4% | +$26.9K | 0.23% | 29 |
|
|
2020
Q4 | $739K | Buy |
5,572
+1,500
| +37% | +$199K | 0.29% | 25 |
|
|
2020
Q3 | $472K | Buy |
4,072
+3,054
| +300% | +$354K | 0.23% | 28 |
|
|
2020
Q2 | $371K | Sell |
1,018
-875
| -46% | -$319K | 0.22% | 33 |
|
|
2020
Q1 | $481K | Buy |
1,893
+144
| +8% | +$36.6K | 0.34% | 26 |
|
|
2019
Q4 | $514K | Buy |
+1,749
| New | +$514K | 0.28% | 26 |
|