OIA
Optimum Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
86,140
-605
| -0.7% | -$124K | 7.67% | 1 |
|
|
2025
Q1 | $19.3M | Sell |
86,745
-774
| -0.9% | -$172K | 9.07% | 1 |
|
|
2024
Q4 | $21.9M | Sell |
87,519
-2,169
| -2% | -$543K | 9.67% | 1 |
|
|
2024
Q3 | $20.9M | Sell |
89,688
-1,651
| -2% | -$385K | 9.03% | 1 |
|
|
2024
Q2 | $19.2M | Sell |
91,339
-3,394
| -4% | -$715K | 8.63% | 1 |
|
|
2024
Q1 | $16.2M | Sell |
94,733
-2,263
| -2% | -$388K | 7.46% | 1 |
|
|
2023
Q4 | $18.7M | Buy |
96,996
+986
| +1% | +$190K | 9.4% | 1 |
|
|
2023
Q3 | $16.4M | Sell |
96,010
-2,099
| -2% | -$359K | 8.42% | 1 |
|
|
2023
Q2 | $19M | Buy |
98,109
+420
| +0.4% | +$81.5K | 9.32% | 1 |
|
|
2023
Q1 | $16.1M | Sell |
97,689
-5,660
| -5% | -$933K | 8.44% | 1 |
|
|
2022
Q4 | $13.4M | Sell |
103,349
-8,295
| -7% | -$1.08M | 7.27% | 1 |
|
|
2022
Q3 | $15.4M | Sell |
111,644
-1,155
| -1% | -$160K | 8.3% | 1 |
|
|
2022
Q2 | $15.4M | Sell |
112,799
-543
| -0.5% | -$74.2K | 7.72% | 1 |
|
|
2022
Q1 | $19.8M | Sell |
113,342
-2,337
| -2% | -$408K | 8.34% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
115,679
-2,681
| -2% | -$476K | 8% | 1 |
|
|
2021
Q3 | $16.7M | Sell |
118,360
-64,962
| -35% | -$9.19M | 7.06% | 1 |
|
|
2021
Q2 | $25.1M | Sell |
183,322
-31,597
| -15% | -$4.33M | 7.83% | 1 |
|
|
2021
Q1 | $26.3M | Sell |
214,919
-6,407
| -3% | -$783K | 7.68% | 1 |
|
|
2020
Q4 | $29.4M | Sell |
221,326
-4,878
| -2% | -$647K | 8.91% | 1 |
|
|
2020
Q3 | $26.2M | Buy |
226,204
+167,219
| +283% | +$19.4M | 8.79% | 1 |
|
|
2020
Q2 | $21.5M | Sell |
58,985
-529
| -0.9% | -$193K | 7.49% | 1 |
|
|
2020
Q1 | $15.1M | Sell |
59,514
-2,551
| -4% | -$649K | 6.21% | 1 |
|
|
2019
Q4 | $18.2M | Sell |
62,065
-1,271
| -2% | -$373K | 5.41% | 1 |
|
|
2019
Q3 | $14.2M | Sell |
63,336
-90
| -0.1% | -$20.2K | 4.48% | 1 |
|
|
2019
Q2 | $12.6M | Sell |
63,426
-1,848
| -3% | -$366K | 4.07% | 1 |
|
|
2019
Q1 | $12.4M | Sell |
65,274
-503
| -0.8% | -$95.5K | 4.07% | 1 |
|
|
2018
Q4 | $10.4M | Sell |
65,777
-1,279
| -2% | -$202K | 3.57% | 1 |
|
|
2018
Q3 | $15.1M | Sell |
67,056
-101
| -0.2% | -$22.8K | 4.18% | 1 |
|
|
2018
Q2 | $12.4M | Buy |
67,157
+477
| +0.7% | +$88.3K | 3.58% | 1 |
|
|
2018
Q1 | $11.2M | Buy |
66,680
+123
| +0.2% | +$20.6K | 3.29% | 1 |
|
|
2017
Q4 | $11.3M | Sell |
66,557
-226
| -0.3% | -$38.2K | 3.58% | 1 |
|
|
2017
Q3 | $10.3M | Sell |
66,783
-619
| -0.9% | -$95.4K | 3.45% | 1 |
|
|
2017
Q2 | $9.71M | Sell |
67,402
-958
| -1% | -$138K | 3.36% | 1 |
|
|
2017
Q1 | $9.82M | Sell |
68,360
-2,512
| -4% | -$361K | 3.48% | 1 |
|
|
2016
Q4 | $8.21M | Sell |
70,872
-1,762
| -2% | -$204K | 3.09% | 2 |
|
|
2016
Q3 | $8.21M | Sell |
72,634
-4,919
| -6% | -$556K | 3.09% | 2 |
|
|
2016
Q2 | $7.41M | Buy |
77,553
+412
| +0.5% | +$39.4K | 2.87% | 2 |
|
|
2016
Q1 | $8.41M | Sell |
77,141
-3,914
| -5% | -$427K | 3.31% | 2 |
|
|
2015
Q4 | $8.53M | Sell |
81,055
-1,020
| -1% | -$107K | 3.3% | 2 |
|
|
2015
Q3 | $9.05M | Buy |
+82,075
| New | +$9.05M | 3.66% | 2 |
|
|
2015
Q1 | $10M | Sell |
80,326
-362
| -0.4% | -$45K | 3.16% | 1 |
|
|
2014
Q4 | $8.91M | Sell |
80,688
-9,303
| -10% | -$1.03M | 2.86% | 3 |
|
|
2014
Q3 | $9.15M | Buy |
89,991
+545
| +0.6% | +$55.4K | 3.03% | 2 |
|
|
2014
Q2 | $8.31M | Buy |
89,446
+78,014
| +682% | +$7.25M | 2.69% | 4 |
|
|
2014
Q1 | $6.14M | Buy |
11,432
+280
| +3% | +$150K | 2.31% | 5 |
|
|
2013
Q4 | $6.26M | Sell |
11,152
-44
| -0.4% | -$24.7K | 2.35% | 5 |
|
|
2013
Q3 | $5.34M | Buy |
+11,196
| New | +$5.34M | 2.19% | 5 |
|