OCFG
O'Connor Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
4,075
+285
| +8% | +$60.9K | 0.38% | 31 |
|
|
2025
Q1 | $842K | Buy |
3,790
+212
| +6% | +$47.1K | 0.44% | 27 |
|
|
2024
Q4 | $896K | Buy |
3,578
+41
| +1% | +$10.3K | 0.47% | 28 |
|
|
2024
Q3 | $824K | Buy |
3,537
+61
| +2% | +$14.2K | 0.43% | 30 |
|
|
2024
Q2 | $732K | Sell |
3,476
-10
| -0.3% | -$2.11K | 0.43% | 30 |
|
|
2024
Q1 | $598K | Buy |
3,486
+34
| +1% | +$5.83K | 0.36% | 29 |
|
|
2023
Q4 | $665K | Sell |
3,452
-34
| -1% | -$6.55K | 0.41% | 34 |
|
|
2023
Q3 | $597K | Buy |
3,486
+16
| +0.5% | +$2.74K | 0.41% | 34 |
|
|
2023
Q2 | $673K | Buy |
3,470
+360
| +12% | +$69.8K | 0.46% | 33 |
|
|
2023
Q1 | $513K | Buy |
+3,110
| New | +$513K | 0.39% | 39 |
|