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
Q2 | $12.5M | Sell |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $15.3M | Buy |
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|
2024
Q3 | $8.48M | Sell |
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|
2024
Q2 | $7.68M | Buy |
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|
2024
Q1 | $3.71M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $3.91M | Sell |
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|
2022
Q4 | $3.16M | Sell |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $4.5M | Sell |
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|
2021
Q3 | $3.73M | Sell |
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|
2021
Q2 | $4.57M | Buy |
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|
2021
Q1 | $3.99M | Buy |
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|
2020
Q4 | $3.96M | Buy |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $1.63M | Sell |
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|
2019
Q4 | $2.56M | Buy |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $788K | Buy |
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|
2017
Q1 | $637K | Sell |
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|
2016
Q4 | $558K | Sell |
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|
2016
Q3 | $553K | Buy |
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|
2016
Q2 | $465K | Buy |
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|
2016
Q1 | $477K | Buy |
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|
2015
Q4 | $460K | Buy |
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