O'Brien Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $12.4M | Sell |
45,531
-15,191
| -25% | -$4.08M | 1.64% | 16 |
|
|
2025
Q3 | $15.5M | Sell |
60,722
-30
| -0% | -$6.78K | 2.09% | 16 |
|
|
2025
Q2 | $12.5M | Sell |
60,752
-278
| -0.5% | -$56.1K | 1.96% | 15 |
|
|
2025
Q1 | $13.6M | Sell |
61,030
-8
| -0% | -$1.85K | 2.52% | 14 |
|
|
2024
Q4 | $15.3M | Buy |
61,038
+24,647
| +68% | +$5.81M | 2.75% | 14 |
|
|
2024
Q3 | $8.48M | Sell |
36,391
-63
| -0.2% | -$14.1K | 1.66% | 18 |
|
|
2024
Q2 | $7.68M | Buy |
36,454
+14,795
| +68% | +$2.76M | 1.73% | 16 |
|
|
2024
Q1 | $3.71M | Sell |
21,659
-798
| -4% | -$145K | 0.86% | 16 |
|
|
2023
Q4 | $4.32M | Sell |
22,457
-300
| -1% | -$55.4K | 1.13% | 15 |
|
|
2023
Q3 | $3.9M | Sell |
22,757
-351
| -2% | -$64.4K | 1.12% | 14 |
|
|
2023
Q2 | $4.48M | Sell |
23,108
-600
| -3% | -$105K | 1.32% | 14 |
|
|
2023
Q1 | $3.91M | Sell |
23,708
-636
| -3% | -$93.8K | 1.23% | 14 |
|
|
2022
Q4 | $3.16M | Sell |
24,344
-1,465
| -6% | -$209K | 1.26% | 10 |
|
|
2022
Q3 | $3.57M | Buy |
25,809
+376
| +1% | +$59K | 1.5% | 11 |
|
|
2022
Q2 | $3.48M | Sell |
25,433
-1,545
| -6% | -$234K | 1.45% | 10 |
|
|
2022
Q1 | $4.1M | Buy |
26,978
+1,236
| +5% | +$208K | 1.63% | 9 |
|
|
2021
Q4 | $4.5M | Sell |
25,742
-683
| -3% | -$108K | 1.56% | 9 |
|
|
2021
Q3 | $3.73M | Sell |
26,425
-5,048
| -16% | -$743K | 1.3% | 9 |
|
|
2021
Q2 | $4.57M | Buy |
31,473
+846
| +3% | +$110K | 1.51% | 10 |
|
|
2021
Q1 | $3.99M | Buy |
30,627
+616
| +2% | +$79.1K | 1.32% | 9 |
|
|
2020
Q4 | $3.96M | Buy |
30,011
+1,103
| +4% | +$133K | 1.43% | 7 |
|
|
2020
Q3 | $3.32M | Buy |
28,908
+428
| +2% | +$46.7K | 1.36% | 7 |
|
|
2020
Q2 | $2.73M | Buy |
28,480
+1,856
| +7% | +$144K | 1.13% | 7 |
|
|
2020
Q1 | $1.63M | Sell |
26,624
-7,560
| -22% | -$556K | 0.92% | 10 |
|
|
2019
Q4 | $2.56M | Buy |
34,184
+2,384
| +7% | +$153K | 1.83% | 7 |
|
|
2019
Q3 | $1.78M | Buy |
31,800
+240
| +0.8% | +$12.5K | 1.4% | 10 |
|
|
2019
Q2 | $1.61M | Buy |
31,560
+4,212
| +15% | +$205K | 1.18% | 11 |
|
|
2019
Q1 | $1.3M | Buy |
27,348
+20
| +0.1% | +$848 | 0.92% | 12 |
|
|
2018
Q4 | $1.06M | Buy |
27,328
+16
| +0.1% | +$776 | 0.72% | 13 |
|
|
2018
Q3 | $1.54M | Buy |
27,312
+27,188
| +21,926% | +$1.42M | 1% | 10 |
|
|
2018
Q2 | $6K | Sell |
124
-27,904
| -100% | -$1.27M | ﹤0.01% | 68 |
|
|
2018
Q1 | $1.18M | Buy |
28,028
+160
| +0.6% | +$6.89K | 0.81% | 12 |
|
|
2017
Q4 | $1.18M | Buy |
27,868
+420
| +2% | +$17.6K | 0.74% | 15 |
|
|
2017
Q3 | $1.06M | Buy |
27,448
+5,576
| +25% | +$216K | 0.55% | 16 |
|
|
2017
Q2 | $788K | Buy |
21,872
+4,148
| +23% | +$153K | 0.42% | 17 |
|
|
2017
Q1 | $637K | Sell |
17,724
-1,548
| -8% | -$51K | 0.35% | 21 |
|
|
2016
Q4 | $558K | Sell |
19,272
-288
| -1% | -$8.16K | 0.33% | 22 |
|
|
2016
Q3 | $553K | Buy |
19,560
+92
| +0.5% | +$2.44K | 0.36% | 21 |
|
|
2016
Q2 | $465K | Buy |
19,468
+1,976
| +11% | +$49.1K | 0.32% | 23 |
|
|
2016
Q1 | $477K | Buy |
17,492
+28
| +0.2% | +$698 | 0.37% | 21 |
|
|
2015
Q4 | $460K | Buy |
+17,464
| New | +$499K | 0.45% | 20 |
|
Other funds holding AAPL
