OBWG
Onyx Bridge Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
87,905
-2,555
| -3% | -$524K | 2.38% | 5 |
|
|
2025
Q1 | $20.1M | Sell |
90,460
-1,972
| -2% | -$438K | 2.88% | 6 |
|
|
2024
Q4 | $23.1M | Buy |
92,432
+180
| +0.2% | +$45.1K | 3.33% | 4 |
|
|
2024
Q3 | $21.5M | Sell |
92,252
-632
| -0.7% | -$147K | 3.24% | 4 |
|
|
2024
Q2 | $19.6M | Buy |
92,884
+734
| +0.8% | +$155K | 3.21% | 4 |
|
|
2024
Q1 | $15.6M | Buy |
92,150
+781
| +0.9% | +$132K | 2.79% | 7 |
|
|
2023
Q4 | $17.6M | Buy |
91,369
+3,773
| +4% | +$726K | 3.55% | 7 |
|
|
2023
Q3 | $15M | Buy |
87,596
+502
| +0.6% | +$85.9K | 3.51% | 7 |
|
|
2023
Q2 | $16.9M | Buy |
87,094
+11,521
| +15% | +$2.23M | 4.04% | 5 |
|
|
2023
Q1 | $12.5M | Buy |
75,573
+358
| +0.5% | +$59K | 4.97% | 3 |
|
|
2022
Q4 | $9.75M | Buy |
75,215
+23,631
| +46% | +$3.06M | 3.97% | 7 |
|
|
2022
Q3 | $7.14M | Sell |
51,584
-1,226
| -2% | -$170K | 3.25% | 8 |
|
|
2022
Q2 | $8.14M | Sell |
52,810
-3,416
| -6% | -$526K | 3.63% | 7 |
|
|
2022
Q1 | $8.8M | Sell |
56,226
-4,008
| -7% | -$628K | 3.34% | 7 |
|
|
2021
Q4 | $11M | Buy |
60,234
+1,278
| +2% | +$233K | 3.7% | 8 |
|
|
2021
Q3 | $8.64M | Buy |
58,956
+1,665
| +3% | +$244K | 3.25% | 8 |
|
|
2021
Q2 | $8.39M | Buy |
57,291
+6,364
| +12% | +$932K | 3.63% | 7 |
|
|
2021
Q1 | $6.22M | Buy |
50,927
+6,824
| +15% | +$834K | 3.11% | 9 |
|
|
2020
Q4 | $5.85M | Buy |
+44,103
| New | +$5.85M | 3.83% | 9 |
|