OPWM
Oxinas Partners Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
33,123
-3,172
| -9% | -$651K | 3.49% | 7 |
|
|
2025
Q1 | $8.06M | Buy |
36,295
+1,212
| +3% | +$269K | 4.76% | 2 |
|
|
2024
Q4 | $8.79M | Sell |
35,083
-913
| -3% | -$229K | 5.15% | 3 |
|
|
2024
Q3 | $8.39M | Sell |
35,996
-190
| -0.5% | -$44.3K | 5.14% | 3 |
|
|
2024
Q2 | $7.62M | Buy |
36,186
+247
| +0.7% | +$52K | 5.07% | 3 |
|
|
2024
Q1 | $6.16M | Sell |
35,939
-1,643
| -4% | -$282K | 4% | 4 |
|
|
2023
Q4 | $7.24M | Sell |
37,582
-1,215
| -3% | -$234K | 5.13% | 3 |
|
|
2023
Q3 | $6.64M | Sell |
38,797
-3,449
| -8% | -$591K | 4.94% | 3 |
|
|
2023
Q2 | $8.19M | Buy |
42,246
+12,753
| +43% | +$2.47M | 5.38% | 1 |
|
|
2023
Q1 | $4.86M | Sell |
29,493
-1,118
| -4% | -$184K | 3.51% | 6 |
|
|
2022
Q4 | $3.98M | Sell |
30,611
-755
| -2% | -$98.1K | 3.36% | 8 |
|
|
2022
Q3 | $4.34M | Buy |
31,366
+2,339
| +8% | +$323K | 3.58% | 6 |
|
|
2022
Q2 | $3.97M | Buy |
29,027
+7,121
| +33% | +$974K | 3.01% | 9 |
|
|
2022
Q1 | $3.83M | Sell |
21,906
-902
| -4% | -$157K | 2.4% | 12 |
|
|
2021
Q4 | $4.05M | Sell |
22,808
-816
| -3% | -$145K | 2.31% | 10 |
|
|
2021
Q3 | $3.34M | Sell |
23,624
-1,279
| -5% | -$181K | 1.94% | 10 |
|
|
2021
Q2 | $3.41M | Buy |
24,903
+1,281
| +5% | +$175K | 1.95% | 15 |
|
|
2021
Q1 | $2.89M | Sell |
23,622
-11,084
| -32% | -$1.35M | 1.84% | 16 |
|
|
2020
Q4 | $4.61M | Buy |
+34,706
| New | +$4.61M | 3.42% | 7 |
|