OPPS
Obsidian Personal Planning Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
17,753
+506
| +3% | +$104K | 1.47% | 20 |
|
|
2025
Q1 | $3.66M | Sell |
17,247
-405
| -2% | -$86.1K | 1.64% | 19 |
|
|
2024
Q4 | $4.17M | Sell |
17,652
-289
| -2% | -$68.2K | 2.01% | 18 |
|
|
2024
Q3 | $4.05M | Sell |
17,941
-95
| -0.5% | -$21.5K | 2.12% | 18 |
|
|
2024
Q2 | $3.8M | Buy |
18,036
+9
| +0% | +$1.9K | 2.32% | 18 |
|
|
2024
Q1 | $3.07M | Sell |
18,027
-1,593
| -8% | -$271K | 2.02% | 18 |
|
|
2023
Q4 | $3.78M | Buy |
19,620
+1,856
| +10% | +$357K | 2.87% | 13 |
|
|
2023
Q3 | $3.04M | Sell |
17,764
-707
| -4% | -$121K | 2.6% | 13 |
|
|
2023
Q2 | $3.58M | Sell |
18,471
-300
| -2% | -$58.2K | 4.41% | 7 |
|
|
2023
Q1 | $3.1M | Sell |
18,771
-1,150
| -6% | -$190K | 4.51% | 8 |
|
|
2022
Q4 | $2.59M | Buy |
19,921
+3,480
| +21% | +$452K | 4.15% | 10 |
|
|
2022
Q3 | $2.27M | Sell |
16,441
-425
| -3% | -$58.7K | 4.16% | 10 |
|
|
2022
Q2 | $2.31M | Buy |
+16,866
| New | +$2.31M | 3.93% | 9 |
|