OLVIG
Oliver Lagore Vanvalin Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
+15,760
| New | +$3.5M | 1.37% | 17 |
|
|
2024
Q4 | $5.94M | Buy |
23,714
+5,229
| +28% | +$1.31M | 1.52% | 13 |
|
|
2024
Q3 | $4.31M | Sell |
18,485
-2,692
| -13% | -$627K | 1.15% | 17 |
|
|
2024
Q2 | $4.46M | Sell |
21,177
-687
| -3% | -$145K | 1.28% | 17 |
|
|
2024
Q1 | $3.75M | Buy |
21,864
+3,670
| +20% | +$629K | 1.1% | 19 |
|
|
2023
Q4 | $3.5M | Buy |
18,194
+1,650
| +10% | +$318K | 1.3% | 13 |
|
|
2023
Q3 | $2.83M | Buy |
16,544
+42
| +0.3% | +$7.19K | 1.12% | 14 |
|
|
2023
Q2 | $3.2M | Buy |
16,502
+3,644
| +28% | +$707K | 1.17% | 15 |
|
|
2023
Q1 | $2.12M | Sell |
12,858
-945
| -7% | -$156K | 0.91% | 15 |
|
|
2022
Q4 | $1.79M | Sell |
13,803
-2,490
| -15% | -$324K | 1.01% | 21 |
|
|
2022
Q3 | $2.25M | Buy |
16,293
+796
| +5% | +$110K | 1.45% | 14 |
|
|
2022
Q2 | $2.12M | Sell |
15,497
-110
| -0.7% | -$15K | 1.24% | 16 |
|
|
2022
Q1 | $2.72M | Sell |
15,607
-52,803
| -77% | -$9.22M | 1.82% | 12 |
|
|
2021
Q4 | $12.2M | Buy |
+68,410
| New | +$12.2M | 0.87% | 19 |
|