OBWP
O'Brien Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
60,752
-278
| -0.5% | -$57K | 1.96% | 15 |
|
|
2025
Q1 | $13.6M | Sell |
61,030
-8
| -0% | -$1.78K | 2.52% | 14 |
|
|
2024
Q4 | $15.3M | Buy |
61,038
+24,647
| +68% | +$6.17M | 2.75% | 14 |
|
|
2024
Q3 | $8.48M | Sell |
36,391
-63
| -0.2% | -$14.7K | 1.66% | 18 |
|
|
2024
Q2 | $7.68M | Buy |
36,454
+14,795
| +68% | +$3.12M | 1.73% | 16 |
|
|
2024
Q1 | $3.71M | Sell |
21,659
-798
| -4% | -$137K | 0.86% | 16 |
|
|
2023
Q4 | $4.32M | Sell |
22,457
-300
| -1% | -$57.8K | 1.13% | 15 |
|
|
2023
Q3 | $3.9M | Sell |
22,757
-351
| -2% | -$60.1K | 1.12% | 14 |
|
|
2023
Q2 | $4.48M | Sell |
23,108
-600
| -3% | -$116K | 1.32% | 14 |
|
|
2023
Q1 | $3.91M | Sell |
23,708
-636
| -3% | -$105K | 1.23% | 14 |
|
|
2022
Q4 | $3.16M | Sell |
24,344
-1,465
| -6% | -$190K | 1.26% | 10 |
|
|
2022
Q3 | $3.57M | Buy |
25,809
+376
| +1% | +$52K | 1.5% | 11 |
|
|
2022
Q2 | $3.48M | Sell |
25,433
-1,545
| -6% | -$211K | 1.45% | 10 |
|
|
2022
Q1 | $4.1M | Buy |
26,978
+1,236
| +5% | +$188K | 1.63% | 9 |
|
|
2021
Q4 | $4.5M | Sell |
25,742
-683
| -3% | -$119K | 1.56% | 9 |
|
|
2021
Q3 | $3.73M | Sell |
26,425
-5,048
| -16% | -$712K | 1.3% | 9 |
|
|
2021
Q2 | $4.57M | Buy |
31,473
+846
| +3% | +$123K | 1.51% | 10 |
|
|
2021
Q1 | $3.99M | Buy |
30,627
+616
| +2% | +$80.3K | 1.32% | 9 |
|
|
2020
Q4 | $3.96M | Buy |
30,011
+1,103
| +4% | +$146K | 1.43% | 7 |
|
|
2020
Q3 | $3.32M | Buy |
28,908
+21,788
| +306% | +$2.51M | 1.36% | 7 |
|
|
2020
Q2 | $2.73M | Buy |
7,120
+464
| +7% | +$178K | 1.13% | 7 |
|
|
2020
Q1 | $1.63M | Sell |
6,656
-1,890
| -22% | -$463K | 0.92% | 10 |
|
|
2019
Q4 | $2.56M | Buy |
8,546
+596
| +7% | +$179K | 1.83% | 7 |
|
|
2019
Q3 | $1.78M | Buy |
7,950
+60
| +0.8% | +$13.4K | 1.4% | 10 |
|
|
2019
Q2 | $1.61M | Buy |
7,890
+1,053
| +15% | +$215K | 1.18% | 11 |
|
|
2019
Q1 | $1.3M | Buy |
6,837
+5
| +0.1% | +$950 | 0.92% | 12 |
|
|
2018
Q4 | $1.06M | Buy |
6,832
+4
| +0.1% | +$620 | 0.72% | 13 |
|
|
2018
Q3 | $1.54M | Buy |
6,828
+6,797
| +21,926% | +$1.53M | 1% | 10 |
|
|
2018
Q2 | $6K | Sell |
31
-6,976
| -100% | -$1.35M | ﹤0.01% | 68 |
|
|
2018
Q1 | $1.18M | Buy |
7,007
+40
| +0.6% | +$6.71K | 0.81% | 12 |
|
|
2017
Q4 | $1.18M | Buy |
6,967
+105
| +2% | +$17.8K | 0.74% | 15 |
|
|
2017
Q3 | $1.06M | Buy |
6,862
+1,394
| +25% | +$215K | 0.55% | 16 |
|
|
2017
Q2 | $788K | Buy |
5,468
+1,037
| +23% | +$149K | 0.42% | 17 |
|
|
2017
Q1 | $637K | Sell |
4,431
-387
| -8% | -$55.6K | 0.35% | 21 |
|
|
2016
Q4 | $558K | Sell |
4,818
-72
| -1% | -$8.34K | 0.33% | 22 |
|
|
2016
Q3 | $553K | Buy |
4,890
+23
| +0.5% | +$2.6K | 0.36% | 21 |
|
|
2016
Q2 | $465K | Buy |
4,867
+494
| +11% | +$47.2K | 0.32% | 23 |
|
|
2016
Q1 | $477K | Buy |
4,373
+7
| +0.2% | +$764 | 0.37% | 21 |
|
|
2015
Q4 | $460K | Buy |
+4,366
| New | +$460K | 0.45% | 20 |
|