Orion Investment Company’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Hold
14,313
1.04% 27
2025
Q1
$3.18M Buy
14,313
+20
+0.1% +$4.44K 1.3% 22
2024
Q4
$3.58M Buy
14,293
+500
+4% +$125K 1.43% 19
2024
Q3
$3.21M Hold
13,793
1.25% 20
2024
Q2
$2.91M Buy
+13,793
New +$2.91M 1.16% 19