OIA
OneDigital Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
584,293
-50,968
| -8% | -$10.5M | 1.33% | 16 |
|
|
2025
Q1 | $141M | Sell |
635,261
-15,236
| -2% | -$3.38M | 1.67% | 8 |
|
|
2024
Q4 | $163M | Sell |
650,497
-35,833
| -5% | -$8.97M | 1.89% | 7 |
|
|
2024
Q3 | $160M | Sell |
686,330
-4,579
| -0.7% | -$1.07M | 1.83% | 7 |
|
|
2024
Q2 | $146M | Buy |
690,909
+142,282
| +26% | +$30M | 1.82% | 7 |
|
|
2024
Q1 | $94.1M | Buy |
548,627
+17,465
| +3% | +$2.99M | 1.48% | 9 |
|
|
2023
Q4 | $102M | Buy |
531,162
+26,029
| +5% | +$5.01M | 1.79% | 7 |
|
|
2023
Q3 | $86.5M | Buy |
505,133
+5,142
| +1% | +$880K | 1.87% | 8 |
|
|
2023
Q2 | $97M | Sell |
499,991
-4,412
| -0.9% | -$856K | 2.15% | 5 |
|
|
2023
Q1 | $83.2M | Buy |
504,403
+36,379
| +8% | +$6M | 1.95% | 9 |
|
|
2022
Q4 | $60.8M | Buy |
468,024
+27,012
| +6% | +$3.51M | 1.76% | 10 |
|
|
2022
Q3 | $60.9M | Buy |
441,012
+57,673
| +15% | +$7.97M | 2.26% | 10 |
|
|
2022
Q2 | $52.4M | Sell |
383,339
-10,892
| -3% | -$1.49M | 2.25% | 12 |
|
|
2022
Q1 | $68.8M | Buy |
394,231
+14,317
| +4% | +$2.5M | 2.6% | 12 |
|
|
2021
Q4 | $67.5M | Sell |
379,914
-2,152
| -0.6% | -$382K | 2.39% | 12 |
|
|
2021
Q3 | $54.1M | Buy |
382,066
+19,039
| +5% | +$2.69M | 2.14% | 11 |
|
|
2021
Q2 | $49.7M | Buy |
363,027
+9,020
| +3% | +$1.24M | 2.05% | 12 |
|
|
2021
Q1 | $43.2M | Sell |
354,007
-4,249
| -1% | -$519K | 2.02% | 11 |
|
|
2020
Q4 | $47.5M | Sell |
358,256
-19,846
| -5% | -$2.63M | 2.47% | 10 |
|
|
2020
Q3 | $43.7M | Buy |
378,102
+281,383
| +291% | +$32.5M | 3.02% | 8 |
|
|
2020
Q2 | $35.3M | Buy |
96,719
+1,156
| +1% | +$422K | 2.54% | 8 |
|
|
2020
Q1 | $24.6M | Buy |
95,563
+3,677
| +4% | +$946K | 2.18% | 9 |
|
|
2019
Q4 | $27M | Sell |
91,886
-132
| -0.1% | -$38.8K | 2.13% | 9 |
|
|
2019
Q3 | $20.6M | Sell |
92,018
-29,848
| -24% | -$6.69M | 1.85% | 10 |
|
|
2019
Q2 | $24.1M | Buy |
121,866
+63,129
| +107% | +$12.5M | 1.87% | 13 |
|
|
2019
Q1 | $11.2M | Buy |
58,737
+2,650
| +5% | +$505K | 1.64% | 11 |
|
|
2018
Q4 | $8.85M | Buy |
56,087
+16,105
| +40% | +$2.54M | 1.49% | 12 |
|
|
2018
Q3 | $9.03M | Buy |
39,982
+907
| +2% | +$205K | 2.12% | 9 |
|
|
2018
Q2 | $7.23M | Sell |
39,075
-3,527
| -8% | -$653K | 1.52% | 12 |
|
|
2018
Q1 | $7.15M | Buy |
42,602
+5,214
| +14% | +$875K | 1.57% | 13 |
|
|
2017
Q4 | $6.33M | Buy |
37,388
+3,020
| +9% | +$511K | 0.72% | 14 |
|
|
2017
Q3 | $5.3M | Sell |
34,368
-5,286
| -13% | -$815K | 1.95% | 10 |
|
|
2017
Q2 | $5.71M | Buy |
+39,654
| New | +$5.71M | 1.7% | 12 |
|