Charter Oak Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.8M | Buy |
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|
2025
Q2 | $15.7M | Sell |
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|
2025
Q1 | $17M | Sell |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $16.4M | Sell |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $13.3M | Sell |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $8.56M | Buy |
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|
2022
Q3 | $9.01M | Sell |
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|
2022
Q2 | $9.4M | Buy |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $9.52M | Sell |
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|
2021
Q2 | $9.34M | Buy |
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|
2021
Q1 | $8.18M | Sell |
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|
2020
Q4 | $8.99M | Buy |
|