OGF
Orin Green Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
13,214
+246
| +2% | +$50.5K | 1.15% | 21 |
|
|
2025
Q1 | $2.5M | Buy |
+12,968
| New | +$2.5M | 1.18% | 21 |
|
|
2024
Q4 | – | Sell |
-11,275
| Closed | -$2.63M | – | 17 |
|
|
2024
Q3 | $2.63M | Buy |
11,275
+2,718
| +32% | +$633K | 1.13% | 18 |
|
|
2024
Q2 | $1.8M | Buy |
8,557
+560
| +7% | +$118K | 0.83% | 25 |
|
|
2024
Q1 | $1.37M | Sell |
7,997
-4,053
| -34% | -$695K | 0.64% | 26 |
|
|
2023
Q4 | $2.32M | Sell |
12,050
-113
| -0.9% | -$21.8K | 1.14% | 18 |
|
|
2023
Q3 | $2.08M | Buy |
12,163
+12
| +0.1% | +$2.06K | 1.16% | 19 |
|
|
2023
Q2 | $2.36M | Sell |
12,151
-80
| -0.7% | -$15.5K | 1.23% | 20 |
|
|
2023
Q1 | $2.02M | Sell |
12,231
-822
| -6% | -$136K | 1.09% | 21 |
|
|
2022
Q4 | $1.7M | Buy |
13,053
+100
| +0.8% | +$13K | 1% | 22 |
|
|
2022
Q3 | $1.79M | Sell |
12,953
-6,363
| -33% | -$878K | 1.16% | 18 |
|
|
2022
Q2 | $2.76M | Sell |
19,316
-6
| -0% | -$857 | 1.72% | 17 |
|
|
2022
Q1 | $3.37M | Buy |
19,322
+9,089
| +89% | +$1.59M | 2.2% | 15 |
|
|
2021
Q4 | $1.76M | Sell |
10,233
-9,131
| -47% | -$1.57M | 1.28% | 19 |
|
|
2021
Q3 | $2.74M | Sell |
19,364
-47
| -0.2% | -$6.65K | 1.91% | 16 |
|
|
2021
Q2 | $2.66M | Buy |
19,411
+500
| +3% | +$68.5K | 1.88% | 16 |
|
|
2021
Q1 | $2.31M | Sell |
18,911
-376
| -2% | -$45.9K | 1.88% | 16 |
|
|
2020
Q4 | $2.56M | Buy |
+19,287
| New | +$2.56M | 2.03% | 18 |
|