OCM
Orion Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
49,141
-1,259
| -2% | -$258K | 3.84% | 5 |
|
|
2025
Q1 | $11.2M | Buy |
50,400
+1,615
| +3% | +$359K | 4.72% | 3 |
|
|
2024
Q4 | $12.2M | Sell |
48,785
-1,047
| -2% | -$262K | 5.36% | 3 |
|
|
2024
Q3 | $11.6M | Sell |
49,832
-1,766
| -3% | -$411K | 5.63% | 3 |
|
|
2024
Q2 | $10.9M | Sell |
51,598
-2,347
| -4% | -$494K | 5.7% | 3 |
|
|
2024
Q1 | $9.25M | Sell |
53,945
-12,084
| -18% | -$2.07M | 4.91% | 3 |
|
|
2023
Q4 | $12.7M | Buy |
66,029
+8,966
| +16% | +$1.73M | 7.44% | 1 |
|
|
2023
Q3 | $9.77M | Sell |
57,063
-5,451
| -9% | -$933K | 6.34% | 1 |
|
|
2023
Q2 | $12.1M | Sell |
62,514
-5,089
| -8% | -$987K | 7.96% | 1 |
|
|
2023
Q1 | $11.1M | Buy |
67,603
+21
| +0% | +$3.46K | 7.46% | 1 |
|
|
2022
Q4 | $8.78M | Sell |
67,582
-1,224
| -2% | -$159K | 6.44% | 2 |
|
|
2022
Q3 | $9.51M | Buy |
68,806
+59
| +0.1% | +$8.15K | 7.65% | 1 |
|
|
2022
Q2 | $9.4M | Buy |
68,747
+720
| +1% | +$98.4K | 7.28% | 1 |
|
|
2022
Q1 | $11.9M | Sell |
68,027
-330
| -0.5% | -$57.6K | 7.15% | 1 |
|
|
2021
Q4 | $12.1M | Sell |
68,357
-634
| -0.9% | -$113K | 6.9% | 1 |
|
|
2021
Q3 | $9.76M | Sell |
68,991
-1,053
| -2% | -$149K | 5.9% | 1 |
|
|
2021
Q2 | $9.59M | Sell |
70,044
-1,552
| -2% | -$213K | 5.97% | 1 |
|
|
2021
Q1 | $8.75M | Sell |
71,596
-1,837
| -3% | -$224K | 6.1% | 2 |
|
|
2020
Q4 | $9.53M | Buy |
+73,433
| New | +$9.53M | 7.05% | 1 |
|