Great Oak Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
4,977
-8
| -0.2% | -$1.69K | 0.3% | 21 |
|
|
2025
Q1 | $1.17M | Hold |
4,985
| – | – | 0.39% | 17 |
|
|
2024
Q4 | $1.17M | Buy |
4,985
+7
| +0.1% | +$1.64K | 0.39% | 17 |
|
|
2024
Q3 | $1.13M | Buy |
4,978
+70
| +1% | +$15.9K | 0.39% | 18 |
|
|
2024
Q2 | $1.06M | Buy |
4,908
+7
| +0.1% | +$1.51K | 0.4% | 19 |
|
|
2024
Q1 | $840K | Sell |
4,901
-19
| -0.4% | -$3.26K | 0.37% | 19 |
|
|
2023
Q4 | $947K | Buy |
+4,920
| New | +$947K | 0.51% | 18 |
|