O'Rourke & 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 | $16.5M | Buy |
80,628
+29,715
| +58% | +$6.1M | 7.72% | 1 |
|
2025
Q1 | $18M | Sell |
50,913
-32,344
| -39% | -$11.4M | 8.92% | 1 |
|
2024
Q4 | $20.8M | Sell |
83,257
-6,931
| -8% | -$1.74M | 10.21% | 1 |
|
2024
Q3 | $21M | Sell |
90,188
-238
| -0.3% | -$55.5K | 10.52% | 1 |
|
2024
Q2 | $19M | Sell |
90,426
-158
| -0.2% | -$33.3K | 10.72% | 1 |
|
2024
Q1 | $15.5M | Buy |
90,584
+1,524
| +2% | +$261K | 9.02% | 1 |
|
2023
Q4 | $17.1M | Buy |
89,060
+82
| +0.1% | +$15.8K | 11.05% | 1 |
|
2023
Q3 | $15.2M | Sell |
88,978
-1,365
| -2% | -$234K | 11.11% | 1 |
|
2023
Q2 | $17.5M | Buy |
90,343
+3
| +0% | +$582 | 12.29% | 1 |
|
2023
Q1 | $14.9M | Sell |
90,340
-350
| -0.4% | -$57.7K | 11.35% | 1 |
|
2022
Q4 | $11.8M | Sell |
90,690
-122
| -0.1% | -$15.9K | 9.35% | 1 |
|
2022
Q3 | $12.6M | Buy |
90,812
+757
| +0.8% | +$105K | 10.95% | 1 |
|
2022
Q2 | $12.3M | Sell |
90,055
-266
| -0.3% | -$36.4K | 10.44% | 1 |
|
2022
Q1 | $15.8M | Sell |
90,321
-642
| -0.7% | -$112K | 10.87% | 1 |
|
2021
Q4 | $16.2M | Buy |
+90,963
| New | +$16.2M | 10.77% | 1 |
|