OFS
OMC Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
121,938
-5,866
| -5% | -$1.2M | 10.22% | 2 |
|
|
2025
Q1 | $28.4M | Sell |
127,804
-10,037
| -7% | -$2.23M | 12.74% | 1 |
|
|
2024
Q4 | $34.5M | Sell |
137,841
-6,474
| -4% | -$1.62M | 14.68% | 1 |
|
|
2024
Q3 | $30.4M | Hold |
144,315
| – | – | 14.37% | 2 |
|
|
2024
Q2 | $30.4M | Sell |
144,315
-5,863
| -4% | -$1.23M | 14.32% | 2 |
|
|
2024
Q1 | $25.8M | Buy |
+150,178
| New | +$25.8M | 13.08% | 1 |
|