OneAscent Financial Services’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 | $17.1M | Sell |
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|
2025
Q1 | $33.2M | Buy |
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|
2024
Q4 | $16.5M | Buy |
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|
2024
Q3 | $8.2M | Sell |
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|
2024
Q2 | $8.24M | Buy |
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|
2024
Q1 | $6.66M | Sell |
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|
2023
Q4 | $7.55M | Buy |
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|
2023
Q3 | $4.74M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $4M | Buy |
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|
2020
Q2 | $2.86M | Sell |
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|
2020
Q1 | $2.75M | Sell |
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|
2019
Q4 | $3.21M | Sell |
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|
2019
Q3 | $7.34M | Buy |
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|
2019
Q2 | $3.27M | Buy |
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