OWA
Outlook Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
23,195
+57
| +0.2% | +$11.7K | 1.22% | 15 |
|
|
2025
Q1 | $5.14M | Sell |
23,138
-234
| -1% | -$52K | 1.43% | 15 |
|
|
2024
Q4 | $5.85M | Sell |
23,372
-245
| -1% | -$61.4K | 1.68% | 13 |
|
|
2024
Q3 | $5.5M | Sell |
23,617
-730
| -3% | -$170K | 1.58% | 14 |
|
|
2024
Q2 | $5.13M | Buy |
24,347
+1,178
| +5% | +$248K | 1.6% | 12 |
|
|
2024
Q1 | $3.97M | Sell |
23,169
-60
| -0.3% | -$10.3K | 1.23% | 17 |
|
|
2023
Q4 | $4.47M | Sell |
23,229
-2,116
| -8% | -$407K | 1.56% | 17 |
|
|
2023
Q3 | $4.34M | Buy |
25,345
+1,243
| +5% | +$213K | 1.66% | 15 |
|
|
2023
Q2 | $4.68M | Buy |
24,102
+2,480
| +11% | +$481K | 1.77% | 14 |
|
|
2023
Q1 | $3.57M | Buy |
21,622
+326
| +2% | +$53.8K | 1.59% | 12 |
|
|
2022
Q4 | $2.77M | Sell |
21,296
-21
| -0.1% | -$2.73K | 1.31% | 16 |
|
|
2022
Q3 | $2.95M | Sell |
21,317
-42
| -0.2% | -$5.8K | 1.32% | 18 |
|
|
2022
Q2 | $2.92M | Buy |
21,359
+752
| +4% | +$103K | 1.19% | 20 |
|
|
2022
Q1 | $3.6M | Buy |
20,607
+340
| +2% | +$59.4K | 1.2% | 18 |
|
|
2021
Q4 | $3.6M | Buy |
20,267
+117
| +0.6% | +$20.8K | 1.06% | 21 |
|
|
2021
Q3 | $2.85M | Buy |
20,150
+796
| +4% | +$113K | 0.93% | 28 |
|
|
2021
Q2 | $2.65M | Buy |
19,354
+2,325
| +14% | +$318K | 0.85% | 32 |
|
|
2021
Q1 | $2.08M | Buy |
17,029
+463
| +3% | +$56.6K | 0.72% | 35 |
|
|
2020
Q4 | $2.2M | Sell |
16,566
-555
| -3% | -$73.6K | 0.8% | 28 |
|
|
2020
Q3 | $1.98M | Buy |
17,121
+12,942
| +310% | +$1.5M | 0.79% | 29 |
|
|
2020
Q2 | $1.53M | Buy |
4,179
+108
| +3% | +$39.4K | 0.65% | 43 |
|
|
2020
Q1 | $1.04M | Buy |
4,071
+1,302
| +47% | +$331K | 0.58% | 46 |
|
|
2019
Q4 | $773K | Sell |
2,769
-1,785
| -39% | -$498K | 0.44% | 46 |
|
|
2019
Q3 | $1.02M | Sell |
4,554
-43
| -0.9% | -$9.62K | 0.61% | 41 |
|
|
2019
Q2 | $910K | Buy |
4,597
+1,442
| +46% | +$285K | 0.6% | 41 |
|
|
2019
Q1 | $599K | Buy |
3,155
+2,387
| +311% | +$453K | 0.49% | 56 |
|
|
2018
Q4 | $1.21M | Buy |
+768
| New | +$1.21M | 0.55% | 43 |
|