KOC
Koss-Olinger Consulting’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
24,320
-532
| -2% | -$109K | 0.41% | 33 |
|
|
2025
Q1 | $5.52M | Sell |
24,852
-1,651
| -6% | -$367K | 0.47% | 31 |
|
|
2024
Q4 | $6.64M | Buy |
26,503
+8,492
| +47% | +$2.13M | 0.58% | 29 |
|
|
2024
Q3 | $4.2M | Buy |
18,011
+262
| +1% | +$61.1K | 0.36% | 35 |
|
|
2024
Q2 | $3.74M | Sell |
17,749
-14,472
| -45% | -$3.05M | 0.35% | 35 |
|
|
2024
Q1 | $5.53M | Buy |
32,221
+15,099
| +88% | +$2.59M | 2.99% | 16 |
|
|
2023
Q4 | $3.3M | Buy |
17,122
+2,586
| +18% | +$498K | 0.32% | 35 |
|
|
2023
Q3 | $2.49M | Buy |
14,536
+171
| +1% | +$29.3K | 0.37% | 34 |
|
|
2023
Q2 | $2.79M | Sell |
14,365
-687
| -5% | -$133K | 0.32% | 32 |
|
|
2023
Q1 | $2.48M | Buy |
15,052
+1,703
| +13% | +$281K | 0.31% | 33 |
|
|
2022
Q4 | $1.73M | Sell |
13,349
-1,283
| -9% | -$167K | 0.25% | 40 |
|
|
2022
Q3 | $2.02M | Sell |
14,632
-121
| -0.8% | -$16.7K | 0.34% | 24 |
|
|
2022
Q2 | $2.02M | Sell |
14,753
-942
| -6% | -$129K | 0.37% | 22 |
|
|
2022
Q1 | $2.74M | Sell |
15,695
-974
| -6% | -$170K | 0.44% | 20 |
|
|
2021
Q4 | $2.96M | Sell |
16,669
-1,477
| -8% | -$262K | 0.46% | 23 |
|
|
2021
Q3 | $2.57M | Sell |
18,146
-1,270
| -7% | -$180K | 0.42% | 22 |
|
|
2021
Q2 | $2.66M | Sell |
19,416
-7,184
| -27% | -$984K | 0.39% | 30 |
|
|
2021
Q1 | $3.25M | Buy |
+26,600
| New | +$3.25M | 0.55% | 21 |
|