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