Opus Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Hold |
32,400
| – | – | 4.42% | 5 |
|
|
2025
Q1 | $7.2M | Hold |
32,400
| – | – | 5.13% | 4 |
|
|
2024
Q4 | $8.11M | Hold |
32,400
| – | – | 5.99% | 3 |
|
|
2024
Q3 | $7.55M | Hold |
32,400
| – | – | 5.3% | 4 |
|
|
2024
Q2 | $6.82M | Hold |
32,400
| – | – | 4.41% | 3 |
|
|
2024
Q1 | $5.56M | Hold |
32,400
| – | – | 3.63% | 6 |
|
|
2023
Q4 | $6.24M | Hold |
32,400
| – | – | 3.58% | 4 |
|
|
2023
Q3 | $5.55M | Hold |
32,400
| – | – | 3.41% | 5 |
|
|
2023
Q2 | $6.28M | Hold |
32,400
| – | – | 2.26% | 5 |
|
|
2023
Q1 | $5.34M | Hold |
32,400
| – | – | 1.93% | 11 |
|
|
2022
Q4 | $4.21M | Sell |
32,400
-14,400
| -31% | -$1.87M | 1.5% | 27 |
|
|
2022
Q3 | $6.47M | Hold |
46,800
| – | – | 1.51% | 8 |
|
|
2022
Q2 | $6.4M | Sell |
46,800
-7,200
| -13% | -$984K | 1.38% | 11 |
|
|
2022
Q1 | $9.43M | Hold |
54,000
| – | – | 1.45% | 8 |
|
|
2021
Q4 | $9.59M | Hold |
54,000
| – | – | 1.37% | 7 |
|
|
2021
Q3 | $7.64M | Hold |
54,000
| – | – | 1.17% | 11 |
|
|
2021
Q2 | $7.4M | Hold |
54,000
| – | – | 1.11% | 13 |
|
|
2021
Q1 | $6.6M | Hold |
54,000
| – | – | 0.97% | 18 |
|
|
2020
Q4 | $7.17M | Hold |
54,000
| – | – | 1.12% | 15 |
|
|
2020
Q3 | $6.25M | Hold |
54,000
| – | – | 1.18% | 12 |
|
|
2020
Q2 | $4.93M | Hold |
54,000
| – | – | 1% | 29 |
|
|
2020
Q1 | $3.43M | Hold |
54,000
| – | – | 0.72% | 37 |
|
|
2019
Q4 | $3.96M | Hold |
54,000
| – | – | 0.65% | 46 |
|
|
2019
Q3 | $3.02M | Hold |
54,000
| – | – | 0.53% | 62 |
|
|
2019
Q2 | $2.67M | Hold |
54,000
| – | – | 0.5% | 65 |
|
|
2019
Q1 | $2.56M | Buy |
54,000
+8,400
| +18% | +$399K | 0.51% | 64 |
|
|
2018
Q4 | $1.8M | Buy |
+45,600
| New | +$1.8M | 0.39% | 69 |
|