O'Donnell Financial Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
31,104
-2,322
| -7% | -$476K | 2.45% | 13 |
|
|
2025
Q1 | $7.43M | Sell |
33,426
-1,577
| -5% | -$350K | 3.06% | 10 |
|
|
2024
Q4 | $7.91M | Hold |
35,003
| – | – | 3.31% | 10 |
|
|
2024
Q3 | $8.16M | Buy |
35,003
+1,359
| +4% | +$317K | 3.31% | 11 |
|
|
2024
Q2 | $7.09M | Sell |
33,644
-1,977
| -6% | -$416K | 3.15% | 9 |
|
|
2024
Q1 | $6.11M | Sell |
35,621
-28
| -0.1% | -$4.8K | 2.8% | 11 |
|
|
2023
Q4 | $6.86M | Sell |
35,649
-454
| -1% | -$87.4K | 3.44% | 10 |
|
|
2023
Q3 | $6.18M | Sell |
36,103
-616
| -2% | -$105K | 3.44% | 6 |
|
|
2023
Q2 | $7.12M | Buy |
36,719
+222
| +0.6% | +$43.1K | 4.3% | 6 |
|
|
2023
Q1 | $6.02M | Buy |
36,497
+6,236
| +21% | +$1.03M | 10.72% | 2 |
|
|
2022
Q4 | $3.93M | Sell |
30,261
-493
| -2% | -$64.1K | 36.09% | 1 |
|
|
2022
Q3 | $4.25M | Sell |
30,754
-5,549
| -15% | -$767K | 14.8% | 3 |
|
|
2022
Q2 | $4.97M | Buy |
36,303
+8,640
| +31% | +$1.18M | 4.07% | 9 |
|
|
2022
Q1 | $4.83M | Buy |
27,663
+476
| +2% | +$83.1K | 2.2% | 12 |
|
|
2021
Q4 | $4.63M | Sell |
27,187
-499
| -2% | -$85K | 2.14% | 13 |
|
|
2021
Q3 | $3.92M | Buy |
+27,686
| New | +$3.92M | 1.88% | 12 |
|