OAJ
Ogorek Anthony Joseph’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
23,359
-937
| -4% | -$192K | 1.48% | 20 |
|
|
2025
Q1 | $5.4M | Buy |
24,296
+2,161
| +10% | +$480K | 1.78% | 17 |
|
|
2024
Q4 | $5.54M | Sell |
22,135
-320
| -1% | -$80.1K | 1.76% | 16 |
|
|
2024
Q3 | $5.23M | Sell |
22,455
-8
| -0% | -$1.86K | 1.8% | 17 |
|
|
2024
Q2 | $4.73M | Sell |
22,463
-45
| -0.2% | -$9.48K | 1.64% | 17 |
|
|
2024
Q1 | $3.86M | Buy |
22,508
+6
| +0% | +$1.03K | 1.34% | 21 |
|
|
2023
Q4 | $4.33M | Sell |
22,502
-225
| -1% | -$43.3K | 1.57% | 18 |
|
|
2023
Q3 | $3.89M | Sell |
22,727
-893
| -4% | -$153K | 1.53% | 23 |
|
|
2023
Q2 | $4.58M | Buy |
23,620
+53
| +0.2% | +$10.3K | 1.75% | 17 |
|
|
2023
Q1 | $3.89M | Buy |
23,567
+1,887
| +9% | +$311K | 1.59% | 18 |
|
|
2022
Q4 | $2.82M | Buy |
21,680
+15
| +0.1% | +$1.95K | 1.22% | 28 |
|
|
2022
Q3 | $2.99M | Buy |
21,665
+14
| +0.1% | +$1.94K | 1.42% | 17 |
|
|
2022
Q2 | $2.96M | Buy |
21,651
+81
| +0.4% | +$11.1K | 1.36% | 18 |
|
|
2022
Q1 | $3.77M | Buy |
21,570
+797
| +4% | +$139K | 1.54% | 15 |
|
|
2021
Q4 | $3.69M | Buy |
20,773
+12
| +0.1% | +$2.13K | 1.58% | 13 |
|
|
2021
Q3 | $2.94M | Buy |
20,761
+424
| +2% | +$60K | 1.34% | 14 |
|
|
2021
Q2 | $2.79M | Buy |
20,337
+104
| +0.5% | +$14.2K | 1.25% | 17 |
|
|
2021
Q1 | $2.47M | Buy |
20,233
+13
| +0.1% | +$1.59K | 1.22% | 21 |
|
|
2020
Q4 | $2.68M | Buy |
20,220
+638
| +3% | +$84.7K | 1.44% | 11 |
|
|
2020
Q3 | $2.27M | Buy |
19,582
+14,691
| +300% | +$1.7M | 1.34% | 11 |
|
|
2020
Q2 | $1.78M | Buy |
4,891
+5
| +0.1% | +$1.82K | 1.26% | 11 |
|
|
2020
Q1 | $1.24M | Sell |
4,886
-30
| -0.6% | -$7.63K | 0.67% | 14 |
|
|
2019
Q4 | $1.44M | Sell |
4,916
-226
| -4% | -$66.3K | 0.7% | 14 |
|
|
2019
Q3 | $1.15M | Buy |
5,142
+6
| +0.1% | +$1.34K | 0.69% | 11 |
|
|
2019
Q2 | $1.02M | Sell |
5,136
-246
| -5% | -$48.7K | 0.68% | 11 |
|
|
2019
Q1 | $1.02M | Buy |
5,382
+7
| +0.1% | +$1.33K | 0.68% | 11 |
|
|
2018
Q4 | $847K | Buy |
5,375
+1,599
| +42% | +$252K | 0.67% | 11 |
|
|
2018
Q3 | $852K | Buy |
3,776
+1
| +0% | +$226 | 0.63% | 11 |
|
|
2018
Q2 | $698K | Buy |
3,775
+1
| +0% | +$185 | 0.54% | 12 |
|
|
2018
Q1 | $633K | Buy |
3,774
+1
| +0% | +$168 | 0.55% | 13 |
|
|
2017
Q4 | $638K | Buy |
3,773
+1
| +0% | +$169 | 0.52% | 10 |
|
|
2017
Q3 | $581K | Buy |
3,772
+1
| +0% | +$154 | 0.57% | 10 |
|
|
2017
Q2 | $543K | Sell |
3,771
-99
| -3% | -$14.3K | 0.5% | 11 |
|
|
2017
Q1 | $555K | Sell |
3,870
-62
| -2% | -$8.89K | 0.57% | 10 |
|
|
2016
Q4 | $444K | Hold |
3,932
| – | – | 0.38% | 10 |
|
|
2016
Q3 | $444K | Sell |
3,932
-114
| -3% | -$12.9K | 0.38% | 10 |
|
|
2016
Q2 | $386K | Buy |
4,046
+3
| +0.1% | +$286 | 0.35% | 12 |
|
|
2016
Q1 | $441K | Sell |
4,043
-153
| -4% | -$16.7K | 0.36% | 10 |
|
|
2015
Q4 | $442K | Buy |
4,196
+19
| +0.5% | +$2K | 0.37% | 11 |
|
|
2015
Q3 | $461K | Buy |
4,177
+118
| +3% | +$13K | 0.38% | 10 |
|
|
2015
Q2 | $509K | Sell |
4,059
-90
| -2% | -$11.3K | 0.39% | 10 |
|
|
2015
Q1 | $516K | Buy |
4,149
+574
| +16% | +$71.4K | 0.35% | 10 |
|
|
2014
Q4 | $395K | Buy |
+3,575
| New | +$395K | 0.3% | 15 |
|