OWA
ORBA Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
53,357
-17,278
| -24% | -$3.54M | 9.97% | 1 |
|
|
2025
Q1 | $15.7M | Sell |
70,635
-239
| -0.3% | -$53.1K | 7.91% | 1 |
|
|
2024
Q4 | $17.7M | Sell |
70,874
-677
| -0.9% | -$170K | 9.28% | 1 |
|
|
2024
Q3 | $16.7M | Sell |
71,551
-713
| -1% | -$166K | 8.44% | 1 |
|
|
2024
Q2 | $15.2M | Buy |
72,264
+978
| +1% | +$206K | 7.88% | 1 |
|
|
2024
Q1 | $12.2M | Buy |
71,286
+474
| +0.7% | +$81.3K | 6.77% | 2 |
|
|
2023
Q4 | $13.6M | Buy |
+70,812
| New | +$13.6M | 8.17% | 1 |
|