O'Brien Greene & Co’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
57,188
-1,066
| -2% | -$219K | 3.84% | 4 |
|
|
2025
Q1 | $12.9M | Sell |
58,254
-902
| -2% | -$200K | 4.34% | 2 |
|
|
2024
Q4 | $14.8M | Buy |
59,156
+804
| +1% | +$201K | 4.81% | 1 |
|
|
2024
Q3 | $13.6M | Sell |
58,352
-3,802
| -6% | -$886K | 4.23% | 2 |
|
|
2024
Q2 | $13.1M | Buy |
62,154
+2,289
| +4% | +$482K | 4.15% | 2 |
|
|
2024
Q1 | $10.3M | Sell |
59,865
-1,219
| -2% | -$209K | 3.38% | 3 |
|
|
2023
Q4 | $11.8M | Sell |
61,084
-436
| -0.7% | -$83.9K | 4.14% | 1 |
|
|
2023
Q3 | $10.5M | Sell |
61,520
-2,030
| -3% | -$348K | 3.85% | 3 |
|
|
2023
Q2 | $12.3M | Sell |
63,550
-1,218
| -2% | -$236K | 4.28% | 2 |
|
|
2023
Q1 | $10.7M | Sell |
64,768
-910
| -1% | -$150K | 4% | 3 |
|
|
2022
Q4 | $8.53M | Sell |
65,678
-162,354
| -71% | -$21.1M | 3.24% | 7 |
|
|
2022
Q3 | $31.5M | Buy |
228,032
+147,665
| +184% | +$20.4M | 4.18% | 3 |
|
|
2022
Q2 | $11M | Buy |
80,367
+795
| +1% | +$109K | 4.15% | 2 |
|
|
2022
Q1 | $13.9M | Buy |
79,572
+292
| +0.4% | +$51K | 4.59% | 2 |
|
|
2021
Q4 | $14.1M | Sell |
79,280
-999
| -1% | -$177K | 4.62% | 1 |
|
|
2021
Q3 | $11.4M | Buy |
80,279
+352
| +0.4% | +$49.8K | 4.14% | 2 |
|
|
2021
Q2 | $10.9M | Buy |
79,927
+8,075
| +11% | +$1.11M | 3.91% | 1 |
|
|
2021
Q1 | $8.78M | Sell |
71,852
-28,521
| -28% | -$3.48M | 3.48% | 2 |
|
|
2020
Q4 | $13.3M | Sell |
100,373
-2,752
| -3% | -$365K | 5.48% | 1 |
|
|
2020
Q3 | $11.9M | Sell |
103,125
-2,443
| -2% | -$283K | 5.68% | 1 |
|
|
2020
Q2 | $9.63M | Sell |
105,568
-3,780
| -3% | -$345K | 5.1% | 1 |
|
|
2020
Q1 | $6.95M | Sell |
109,348
-50,536
| -32% | -$3.21M | 4.63% | 1 |
|
|
2019
Q4 | $11.7M | Sell |
159,884
-8,660
| -5% | -$636K | 5.96% | 1 |
|
|
2019
Q3 | $9.44M | Sell |
168,544
-1,224
| -0.7% | -$68.5K | 5.06% | 1 |
|
|
2019
Q2 | $8.4M | Buy |
169,768
+1,344
| +0.8% | +$66.5K | 4.4% | 1 |
|
|
2019
Q1 | $8M | Buy |
168,424
+6,456
| +4% | +$307K | 4.04% | 1 |
|
|
2018
Q4 | $6.39M | Buy |
+161,968
| New | +$6.39M | 3.81% | 1 |
|