OWM
Orgel Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
7,232
-240
| -3% | -$49.2K | 0.04% | 43 |
|
|
2025
Q1 | $1.66M | Sell |
7,472
-466
| -6% | -$104K | 0.04% | 39 |
|
|
2024
Q4 | $1.99M | Buy |
7,938
+40
| +0.5% | +$10K | 0.05% | 37 |
|
|
2024
Q3 | $1.84M | Sell |
7,898
-597
| -7% | -$139K | 0.05% | 39 |
|
|
2024
Q2 | $1.79M | Buy |
8,495
+359
| +4% | +$75.6K | 0.05% | 38 |
|
|
2024
Q1 | $1.4M | Sell |
8,136
-1,741
| -18% | -$299K | 0.04% | 38 |
|
|
2023
Q4 | $1.9M | Buy |
9,877
+349
| +4% | +$67.2K | 0.06% | 35 |
|
|
2023
Q3 | $1.63M | Buy |
9,528
+602
| +7% | +$103K | 0.06% | 35 |
|
|
2023
Q2 | $1.73M | Buy |
8,926
+66
| +0.7% | +$12.8K | 0.06% | 38 |
|
|
2023
Q1 | $1.46M | Sell |
8,860
-916
| -9% | -$151K | 0.05% | 38 |
|
|
2022
Q4 | $1.27M | Sell |
9,776
-204
| -2% | -$26.5K | 0.05% | 38 |
|
|
2022
Q3 | $1.38M | Buy |
9,980
+94
| +1% | +$13K | 0.07% | 33 |
|
|
2022
Q2 | $1.35M | Sell |
9,886
-1,516
| -13% | -$207K | 0.08% | 29 |
|
|
2022
Q1 | $1.99M | Sell |
11,402
-4,206
| -27% | -$734K | 0.14% | 25 |
|
|
2021
Q4 | $2.77M | Buy |
15,608
+1,335
| +9% | +$237K | 0.27% | 21 |
|
|
2021
Q3 | $2.02M | Buy |
14,273
+2,225
| +18% | +$315K | 0.23% | 23 |
|
|
2021
Q2 | $1.65M | Buy |
12,048
+1,578
| +15% | +$216K | 0.21% | 23 |
|
|
2021
Q1 | $1.28M | Sell |
10,470
-705
| -6% | -$86.1K | 0.18% | 23 |
|
|
2020
Q4 | $1.48M | Sell |
11,175
-85
| -0.8% | -$11.3K | 0.3% | 20 |
|
|
2020
Q3 | $1.3M | Buy |
11,260
+8,077
| +254% | +$935K | 0.36% | 20 |
|
|
2020
Q2 | $1.16M | Buy |
3,183
+670
| +27% | +$244K | 0.44% | 21 |
|
|
2020
Q1 | $639K | Sell |
2,513
-12
| -0.5% | -$3.05K | 0.25% | 19 |
|
|
2019
Q4 | $741K | Sell |
2,525
-63
| -2% | -$18.5K | 0.2% | 25 |
|
|
2019
Q3 | $580K | Buy |
2,588
+66
| +3% | +$14.8K | 0.22% | 22 |
|
|
2019
Q2 | $499K | Buy |
2,522
+40
| +2% | +$7.91K | 0.19% | 22 |
|
|
2019
Q1 | $471K | Buy |
2,482
+200
| +9% | +$38K | 0.16% | 22 |
|
|
2018
Q4 | $360K | Sell |
2,282
-168
| -7% | -$26.5K | 0.11% | 31 |
|
|
2018
Q3 | $553K | Hold |
2,450
| – | – | 0.24% | 21 |
|
|
2018
Q2 | $454K | Hold |
2,450
| – | – | 0.11% | 24 |
|
|
2018
Q1 | $411K | Sell |
2,450
-260
| -10% | -$43.6K | 0.1% | 25 |
|
|
2017
Q4 | $459K | Buy |
2,710
+242
| +10% | +$41K | 0.11% | 23 |
|
|
2017
Q3 | $380K | Sell |
2,468
-113
| -4% | -$17.4K | 0.13% | 12 |
|
|
2017
Q2 | $372K | Buy |
2,581
+80
| +3% | +$11.5K | 0.14% | 10 |
|
|
2017
Q1 | $360K | Buy |
+2,501
| New | +$360K | 0.16% | 10 |
|
|
2016
Q2 | – | Sell |
-1,853
| Closed | -$202K | – | 20 |
|
|
2016
Q1 | $202K | Buy |
+1,853
| New | +$202K | 0.13% | 18 |
|