OWP
Obermeyer Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.8M | Sell |
340,447
-18,198
| -5% | -$3.73M | 3.48% | 7 |
|
|
2025
Q1 | $79.7M | Sell |
358,645
-5,969
| -2% | -$1.33M | 4.25% | 4 |
|
|
2024
Q4 | $91.3M | Sell |
364,614
-4,545
| -1% | -$1.14M | 4.76% | 3 |
|
|
2024
Q3 | $86M | Sell |
369,159
-5,502
| -1% | -$1.28M | 4.6% | 4 |
|
|
2024
Q2 | $78.9M | Buy |
374,661
+3,907
| +1% | +$823K | 4.52% | 4 |
|
|
2024
Q1 | $63.6M | Buy |
370,754
+1,409
| +0.4% | +$242K | 3.75% | 7 |
|
|
2023
Q4 | $71.1M | Sell |
369,345
-7,678
| -2% | -$1.48M | 4.86% | 5 |
|
|
2023
Q3 | $64.6M | Sell |
377,023
-5,609
| -1% | -$960K | 4.8% | 5 |
|
|
2023
Q2 | $74.2M | Buy |
382,632
+288,764
| +308% | +$56M | 5.34% | 3 |
|
|
2023
Q1 | $15.5M | Sell |
93,868
-14,935
| -14% | -$2.46M | 1.16% | 32 |
|
|
2022
Q4 | $14.1M | Sell |
108,803
-1,432
| -1% | -$186K | 1.07% | 32 |
|
|
2022
Q3 | $15.2M | Buy |
110,235
+9,255
| +9% | +$1.28M | 1.23% | 28 |
|
|
2022
Q2 | $13.8M | Buy |
100,980
+1,187
| +1% | +$162K | 1.01% | 32 |
|
|
2022
Q1 | $17.4M | Buy |
99,793
+3,578
| +4% | +$625K | 1.04% | 31 |
|
|
2021
Q4 | $17.1M | Sell |
96,215
-2,240
| -2% | -$398K | 0.92% | 34 |
|
|
2021
Q3 | $13.9M | Sell |
98,455
-68
| -0.1% | -$9.62K | 0.77% | 35 |
|
|
2021
Q2 | $13.5M | Sell |
98,523
-2,713
| -3% | -$372K | 0.75% | 37 |
|
|
2021
Q1 | $12.4M | Buy |
101,236
+7,966
| +9% | +$973K | 0.76% | 37 |
|
|
2020
Q4 | $12.4M | Buy |
93,270
+5,361
| +6% | +$711K | 0.82% | 37 |
|
|
2020
Q3 | $10.2M | Buy |
87,909
+68,146
| +345% | +$7.89M | 0.76% | 36 |
|
|
2020
Q2 | $7.21M | Buy |
19,763
+1,796
| +10% | +$655K | 0.61% | 35 |
|
|
2020
Q1 | $4.57M | Buy |
17,967
+1,548
| +9% | +$394K | 0.49% | 35 |
|
|
2019
Q4 | $4.82M | Buy |
16,419
+738
| +5% | +$217K | 0.43% | 35 |
|
|
2019
Q3 | $3.51M | Buy |
15,681
+2,050
| +15% | +$459K | 0.32% | 39 |
|
|
2019
Q2 | $2.7M | Sell |
13,631
-372
| -3% | -$73.6K | 0.24% | 40 |
|
|
2019
Q1 | $2.66M | Buy |
14,003
+1,167
| +9% | +$222K | 0.25% | 39 |
|
|
2018
Q4 | $2.03M | Buy |
12,836
+312
| +2% | +$49.2K | 0.21% | 39 |
|
|
2018
Q3 | $2.83M | Buy |
12,524
+631
| +5% | +$142K | 0.24% | 36 |
|
|
2018
Q2 | $2.2M | Sell |
11,893
-184
| -2% | -$34.1K | 0.2% | 38 |
|
|
2018
Q1 | $2.03M | Buy |
12,077
+665
| +6% | +$112K | 0.18% | 39 |
|
|
2017
Q4 | $1.93M | Buy |
11,412
+1,198
| +12% | +$203K | 0.17% | 43 |
|
|
2017
Q3 | $1.57M | Buy |
10,214
+1,131
| +12% | +$174K | 0.14% | 47 |
|
|
2017
Q2 | $1.31M | Sell |
9,083
-130
| -1% | -$18.7K | 0.12% | 49 |
|
|
2017
Q1 | $1.32M | Buy |
9,213
+1,014
| +12% | +$146K | 0.12% | 49 |
|
|
2016
Q4 | $950K | Buy |
8,199
+895
| +12% | +$104K | 0.09% | 57 |
|
|
2016
Q3 | $826K | Buy |
7,304
+1,573
| +27% | +$178K | 0.08% | 59 |
|
|
2016
Q2 | $548K | Sell |
5,731
-201
| -3% | -$19.2K | 0.05% | 71 |
|
|
2016
Q1 | $647K | Buy |
5,932
+583
| +11% | +$63.6K | 0.06% | 62 |
|
|
2015
Q4 | $563K | Buy |
5,349
+2,090
| +64% | +$220K | 0.05% | 67 |
|
|
2015
Q3 | $359K | Sell |
3,259
-251
| -7% | -$27.6K | 0.04% | 86 |
|
|
2015
Q2 | $440K | Buy |
3,510
+725
| +26% | +$90.9K | 0.04% | 87 |
|
|
2015
Q1 | $347K | Sell |
2,785
-1,481
| -35% | -$185K | 0.03% | 106 |
|
|
2014
Q4 | $471K | Buy |
4,266
+792
| +23% | +$87.4K | 0.04% | 96 |
|
|
2014
Q3 | $350K | Buy |
3,474
+2
| +0.1% | +$201 | 0.09% | 46 |
|
|
2014
Q2 | $323K | Buy |
3,472
+2,976
| +600% | +$277K | 0.08% | 45 |
|
|
2014
Q1 | $266K | Sell |
496
-100
| -17% | -$53.6K | 0.07% | 46 |
|
|
2013
Q4 | $334K | Hold |
596
| – | – | 0.09% | 47 |
|
|
2013
Q3 | $284K | Sell |
596
-338
| -36% | -$161K | 0.08% | 47 |
|
|
2013
Q2 | $370K | Buy |
+934
| New | +$370K | 0.1% | 44 |
|