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Hall Private Wealth Advisors

SEC CIK
0001744091
Latest filing
Nov 15, 2023

AAPL holding history

Apple Inc. in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q3 2023 holdings

Shares (Q3 2023)
103,933
Value
$17.8M
% of portfolio
12.0%
Quarters held
10
Since Q2 2021
Holdings of AAPL by Hall Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023103,933$17.8M12.0%+25,009+31.7%AddedHolders
Q2 202378,924$15.3M8.3%−2,987−3.6%ReducedHolders
Q1 202381,911$13.5M7.0%−1,151−1.4%ReducedHolders
Q4 202283,062$10.8M6.1%+1,177+1.4%AddedHolders
Q3 202281,885$11.3M6.5%+7,340+9.8%AddedHolders
Q2 202274,545$10.2M5.7%+3,521+5.0%AddedHolders
Q1 202271,024$12.4M6.6%+12,552+21.5%AddedHolders
Q4 202158,472$10.4M6.5%+5,510+10.4%AddedHolders
Q3 202152,962$7.49M4.8%−5,580−9.5%ReducedHolders
Q2 202158,542$8.02M5.2%–No prior filingHolders