OA
Oceanside Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
3,176
-2
| -0.1% | -$410 | 0.44% | 27 |
|
|
2025
Q1 | $706K | Sell |
3,178
-13
| -0.4% | -$2.89K | 0.51% | 24 |
|
|
2024
Q4 | $799K | Buy |
3,191
+493
| +18% | +$123K | 0.6% | 23 |
|
|
2024
Q3 | $629K | Sell |
2,698
-47
| -2% | -$11K | 0.47% | 25 |
|
|
2024
Q2 | $578K | Sell |
2,745
-104
| -4% | -$21.9K | 0.47% | 26 |
|
|
2024
Q1 | $489K | Sell |
2,849
-32
| -1% | -$5.49K | 0.4% | 28 |
|
|
2023
Q4 | $555K | Buy |
+2,881
| New | +$555K | 0.49% | 25 |
|