Orcam Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
1,677
| – | – | 0.3% | 36 |
|
|
2025
Q1 | $373K | Sell |
1,677
-450
| -21% | -$100K | 0.35% | 35 |
|
|
2024
Q4 | $533K | Sell |
2,127
-22
| -1% | -$5.51K | 0.52% | 29 |
|
|
2024
Q3 | $501K | Hold |
2,149
| – | – | 0.49% | 29 |
|
|
2024
Q2 | $453K | Hold |
2,149
| – | – | 0.49% | 28 |
|
|
2024
Q1 | $369K | Hold |
2,149
| – | – | 0.4% | 29 |
|
|
2023
Q4 | $414K | Sell |
2,149
-200
| -9% | -$38.5K | 0.51% | 26 |
|
|
2023
Q3 | $402K | Buy |
+2,349
| New | +$402K | 0.54% | 24 |
|