Bull Oak Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,069
-1
| -0.1% | -$205 | 0.1% | 29 |
|
|
2025
Q1 | $238K | Buy |
+1,070
| New | +$238K | 0.13% | 22 |
|
|
2024
Q4 | – | Sell |
-155
| Closed | -$36.1K | – | 27 |
|
|
2024
Q3 | $36.1K | Buy |
+155
| New | +$36.1K | 0.02% | 51 |
|
|
2024
Q2 | – | Sell |
-328
| Closed | -$56.2K | – | 46 |
|
|
2024
Q1 | $56.2K | Sell |
328
-174,765
| -100% | -$30M | 0.04% | 25 |
|
|
2023
Q4 | $33.7M | Buy |
175,093
+174,766
| +53,445% | +$33.6M | 8.67% | 2 |
|
|
2023
Q3 | $56K | Buy |
+327
| New | +$56K | 0.06% | 22 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$262K | – | 20 |
|
|
2022
Q1 | $262K | Buy |
+1,500
| New | +$262K | 0.21% | 24 |
|