Omnia Family Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Sell |
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|
2025
Q1 | $9.2M | Buy |
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|
2024
Q4 | $9.28M | Buy |
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|
2024
Q3 | $8.46M | Buy |
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|
2024
Q2 | $7.31M | Buy |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $5.91M | Buy |
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|
2023
Q3 | $5.14M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $5.11M | Sell |
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|
2022
Q4 | $4.04M | Sell |
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|
2022
Q3 | $4.42M | Sell |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $5.59M | Sell |
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|
2021
Q4 | $6.61M | Buy |
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|
2021
Q3 | $4.72M | Buy |
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|
2021
Q2 | $4.28M | Buy |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $4.71M | Buy |
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|
2020
Q3 | $3.9M | Sell |
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|
2020
Q2 | $4.77M | Sell |
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|
2020
Q1 | $4.36M | Sell |
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|
2019
Q4 | $6.01M | Buy |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $1.82M | Sell |
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|
2019
Q1 | $1.91M | Buy |
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|
2018
Q4 | $1.57M | Buy |
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|
2018
Q3 | $2.22M | Sell |
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|
2018
Q2 | $1.87M | Sell |
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|
2018
Q1 | $2.06M | Buy |
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|
2017
Q4 | $2.06M | Buy |
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|
2017
Q3 | $1.8M | Sell |
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|
2017
Q2 | $1.73M | Buy |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $1.22M | Buy |
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