OFS
Oldfather Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
11,883
-359
| -3% | -$73.7K | 0.84% | 19 |
|
|
2025
Q1 | $2.72M | Sell |
12,242
-282
| -2% | -$62.6K | 1.03% | 19 |
|
|
2024
Q4 | $3.14M | Sell |
12,524
-1,282
| -9% | -$321K | 1.19% | 18 |
|
|
2024
Q3 | $3.22M | Buy |
13,806
+142
| +1% | +$33.1K | 1.24% | 18 |
|
|
2024
Q2 | $2.88M | Hold |
13,664
| – | – | 1.18% | 18 |
|
|
2024
Q1 | $2.34M | Sell |
13,664
-4,359
| -24% | -$747K | 0.96% | 18 |
|
|
2023
Q4 | $3.47M | Sell |
18,023
-231
| -1% | -$44.5K | 1.55% | 15 |
|
|
2023
Q3 | $3.13M | Buy |
18,254
+89
| +0.5% | +$15.2K | 1.59% | 15 |
|
|
2023
Q2 | $3.52M | Hold |
18,165
| – | – | 1.72% | 15 |
|
|
2023
Q1 | $3M | Sell |
18,165
-18
| -0.1% | -$2.97K | 1.55% | 15 |
|
|
2022
Q4 | $2.36M | Sell |
18,183
-359
| -2% | -$46.6K | 1.35% | 17 |
|
|
2022
Q3 | $2.56M | Buy |
18,542
+592
| +3% | +$81.8K | 1.61% | 16 |
|
|
2022
Q2 | $2.81M | Buy |
17,950
+40
| +0.2% | +$6.27K | 1.61% | 16 |
|
|
2022
Q1 | $2.93M | Buy |
17,910
+225
| +1% | +$36.8K | 1.59% | 17 |
|
|
2021
Q4 | $3.05M | Buy |
17,685
+350
| +2% | +$60.4K | 1.6% | 17 |
|
|
2021
Q3 | $2.6M | Sell |
17,335
-236
| -1% | -$35.4K | 1.34% | 18 |
|
|
2021
Q2 | $2.56M | Buy |
17,571
+200
| +1% | +$29.1K | 1.4% | 17 |
|
|
2021
Q1 | $2.26M | Sell |
17,371
-364
| -2% | -$47.4K | 1.3% | 17 |
|
|
2020
Q4 | $2.43M | Buy |
17,735
+2,159
| +14% | +$295K | 1.44% | 17 |
|
|
2020
Q3 | $1.89M | Buy |
15,576
+11,782
| +311% | +$1.43M | 1.34% | 17 |
|
|
2020
Q2 | $1.46M | Buy |
3,794
+31
| +0.8% | +$11.9K | 1.13% | 18 |
|
|
2020
Q1 | $1.17M | Buy |
3,763
+70
| +2% | +$21.8K | 1.11% | 18 |
|
|
2019
Q4 | $1.2M | Buy |
+3,693
| New | +$1.2M | 1.11% | 20 |
|