One Degree Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.37M | Buy |
16,443
+2,316
| +16% | +$475K | 1.2% | 21 |
|
2025
Q1 | $3.14M | Buy |
14,127
+914
| +7% | +$203K | 1.29% | 22 |
|
2024
Q4 | $3.07M | Sell |
13,213
-909
| -6% | -$211K | 1.25% | 21 |
|
2024
Q3 | $3.22M | Sell |
14,122
-374
| -3% | -$85.2K | 1.36% | 22 |
|
2024
Q2 | $3.05M | Buy |
14,496
+238
| +2% | +$50.1K | 1.47% | 22 |
|
2024
Q1 | $2.45M | Sell |
14,258
-116
| -0.8% | -$19.9K | 1.22% | 22 |
|
2023
Q4 | $2.7M | Buy |
+14,374
| New | +$2.7M | 1.38% | 21 |
|