O3W
Omni 360 Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
18,327
+941
| +5% | +$193K | 1.86% | 12 |
|
|
2025
Q1 | $3.86M | Sell |
17,386
-26
| -0.1% | -$5.78K | 2.26% | 12 |
|
|
2024
Q4 | $4.36M | Sell |
17,412
-2,446
| -12% | -$613K | 2.73% | 8 |
|
|
2024
Q3 | $4.63M | Buy |
19,858
+3,233
| +19% | +$753K | 3.03% | 7 |
|
|
2024
Q2 | $3.5M | Buy |
16,625
+317
| +2% | +$66.8K | 2.6% | 8 |
|
|
2024
Q1 | $2.8M | Buy |
16,308
+638
| +4% | +$109K | 2.27% | 10 |
|
|
2023
Q4 | $3.02M | Buy |
+15,670
| New | +$3.02M | 2.81% | 7 |
|