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Operose Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
14,334
+589
| +4% | +$121K | 0.83% | 16 |
|
|
2025
Q1 | $3.05M | Buy |
13,745
+389
| +3% | +$86.4K | 1.01% | 13 |
|
|
2024
Q4 | $3.34M | Sell |
13,356
-1,527
| -10% | -$382K | 1.14% | 11 |
|
|
2024
Q3 | $3.47M | Buy |
14,883
+1,655
| +13% | +$386K | 1.12% | 10 |
|
|
2024
Q2 | $2.79M | Buy |
13,228
+385
| +3% | +$81.1K | 0.99% | 12 |
|
|
2024
Q1 | $2.2M | Buy |
12,843
+4,385
| +52% | +$752K | 0.74% | 16 |
|
|
2023
Q4 | $1.63M | Sell |
8,458
-1,775
| -17% | -$342K | 0.65% | 16 |
|
|
2023
Q3 | $1.75M | Buy |
10,233
+1,176
| +13% | +$201K | 0.69% | 19 |
|
|
2023
Q2 | $1.76M | Sell |
9,057
-57
| -0.6% | -$11.1K | 0.8% | 17 |
|
|
2023
Q1 | $1.5M | Sell |
9,114
-953
| -9% | -$157K | 0.75% | 17 |
|
|
2022
Q4 | $1.31M | Buy |
10,067
+2,029
| +25% | +$264K | 0.7% | 16 |
|
|
2022
Q3 | $1.11M | Sell |
8,038
-31
| -0.4% | -$4.29K | 0.73% | 19 |
|
|
2022
Q2 | $1.1M | Buy |
8,069
+34
| +0.4% | +$4.65K | 0.78% | 20 |
|
|
2022
Q1 | $1.4M | Buy |
8,035
+777
| +11% | +$136K | 0.97% | 18 |
|
|
2021
Q4 | $1.29M | Buy |
+7,258
| New | +$1.29M | 1.05% | 20 |
|