O'Connor Financial Group’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
$870K Buy
2025
Q1
$842K Buy
2024
Q4
$896K Buy
2024
Q3
$824K Buy
2024
Q2
$732K Sell
2024
Q1
$598K Buy
2023
Q4
$665K Sell
2023
Q3
$597K Buy
2023
Q2
$673K Buy
2023
Q1
$513K Buy