Arvest Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
20,175
+779
| +4% | +$160K | 0.62% | 40 |
|
|
2025
Q1 | $4.31M | Buy |
19,396
+1,725
| +10% | +$383K | 0.68% | 35 |
|
|
2024
Q4 | $4.43M | Sell |
17,671
-514
| -3% | -$129K | 0.71% | 35 |
|
|
2024
Q3 | $4.24M | Sell |
18,185
-144
| -0.8% | -$33.6K | 0.64% | 38 |
|
|
2024
Q2 | $3.86M | Buy |
18,329
+68
| +0.4% | +$14.3K | 0.62% | 37 |
|
|
2024
Q1 | $3.13M | Buy |
18,261
+721
| +4% | +$124K | 0.5% | 40 |
|
|
2023
Q4 | $3.38M | Buy |
+17,540
| New | +$3.38M | 0.55% | 40 |
|