OWA
Opal Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
59,407
+1,538
| +3% | +$316K | 3.38% | 5 |
|
|
2025
Q1 | $12.9M | Sell |
57,869
-2,353
| -4% | -$523K | 3.96% | 5 |
|
|
2024
Q4 | $15.1M | Buy |
60,222
+2,174
| +4% | +$544K | 4.53% | 5 |
|
|
2024
Q3 | $13.5M | Buy |
58,048
+26,121
| +82% | +$6.09M | 4.24% | 5 |
|
|
2024
Q2 | $6.72M | Buy |
31,927
+2,496
| +8% | +$526K | 2.16% | 11 |
|
|
2024
Q1 | $5.05M | Sell |
29,431
-814
| -3% | -$140K | 1.71% | 13 |
|
|
2023
Q4 | $5.82M | Buy |
30,245
+1,096
| +4% | +$211K | 2.29% | 12 |
|
|
2023
Q3 | $4.99M | Buy |
29,149
+1,347
| +5% | +$231K | 2.92% | 7 |
|
|
2023
Q2 | $5.39M | Buy |
27,802
+11,369
| +69% | +$2.21M | 2.69% | 7 |
|
|
2023
Q1 | $2.71M | Buy |
16,433
+235
| +1% | +$38.8K | 1.58% | 7 |
|
|
2022
Q4 | $2.1M | Sell |
16,198
-82
| -0.5% | -$10.7K | 1.16% | 10 |
|
|
2022
Q3 | $2.25M | Sell |
16,280
-2,267
| -12% | -$313K | 1.64% | 9 |
|
|
2022
Q2 | $2.54M | Buy |
18,547
+133
| +0.7% | +$18.2K | 1.68% | 9 |
|
|
2022
Q1 | $3.22M | Sell |
18,414
-229
| -1% | -$40K | 2.8% | 6 |
|
|
2021
Q4 | $3.31M | Buy |
18,643
+1,859
| +11% | +$330K | 2.09% | 8 |
|
|
2021
Q3 | $2.38M | Sell |
16,784
-9,237
| -35% | -$1.31M | 2.28% | 6 |
|
|
2021
Q2 | $3.56M | Buy |
26,021
+5,177
| +25% | +$709K | 3.32% | 6 |
|
|
2021
Q1 | $2.55M | Buy |
20,844
+3,672
| +21% | +$449K | 2.77% | 5 |
|
|
2020
Q4 | $2.28M | Buy |
+17,172
| New | +$2.28M | 2.86% | 5 |
|