Orion Portfolio Solutions’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$213M Buy
2024
Q4
$8.77M Sell
2024
Q3
$206M Buy
2024
Q2
$174M Buy
2024
Q1
$128M Sell
2023
Q4
$145M Sell
2023
Q3
$137M Buy
2023
Q2
$164M Sell
2023
Q1
$127M Buy
2022
Q4
$27.9M Buy
2022
Q3
$28.7M Buy
2022
Q2
$27.4M Sell
2022
Q1
$36.3M Buy
2021
Q4
$36.6M Buy
2021
Q3
$29.1M Buy
2021
Q2
$23.9M Sell
2021
Q1
$21.4M Sell
2020
Q4
$23.5M Sell
2020
Q3
$20.6M Buy
2020
Q2
$16.1M Buy
2020
Q1
$10.5M Sell
2019
Q4
$12.9M Buy