ONGA
O'Neil Global Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,190
| Closed | -$548K | – | 20 |
|
|
2024
Q4 | $548K | Sell |
2,190
-34,650
| -94% | -$8.67M | 0.16% | 32 |
|
|
2024
Q3 | $8.58M | Buy |
36,840
+25,090
| +214% | +$5.85M | 2.19% | 8 |
|
|
2024
Q2 | $2.48M | Buy |
+11,750
| New | +$2.48M | 1.16% | 14 |
|
|
2023
Q3 | – | Sell |
-76,266
| Closed | -$14.8M | – | 54 |
|
|
2023
Q2 | $14.8M | Buy |
76,266
+62,851
| +469% | +$12.2M | 3.07% | 9 |
|
|
2023
Q1 | $2.21M | Buy |
13,415
+8,800
| +191% | +$1.45M | 1.14% | 23 |
|
|
2022
Q4 | $600K | Sell |
4,615
-1,893
| -29% | -$246K | 2.77% | 7 |
|
|
2022
Q3 | $899K | Buy |
6,508
+68
| +1% | +$9.39K | 3.56% | 7 |
|
|
2022
Q2 | $880K | Sell |
6,440
-14,975
| -70% | -$2.05M | 3.74% | 8 |
|
|
2022
Q1 | $3.74M | Buy |
21,415
+17,613
| +463% | +$3.08M | 1.93% | 11 |
|
|
2021
Q4 | $675K | Sell |
3,802
-1,895
| -33% | -$336K | 1.11% | 15 |
|
|
2021
Q3 | $806K | Sell |
5,697
-1,409
| -20% | -$199K | 0.62% | 22 |
|
|
2021
Q2 | $973K | Buy |
+7,106
| New | +$973K | 0.3% | 36 |
|