Heritage Oak Wealth Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Sell	15,711 -1,216	-7%	-$249K	1.24%	14
2025 Q1	$3.76M	Sell	16,927 -84	-0.5%	-$18.7K	1.65%	12
2024 Q4	$4.26M	Sell	17,011 -6,145	-27%	-$1.54M	2%	8
2024 Q3	$5.4M	Buy	23,156 +2,065	+10%	+$481K	2.49%	8
2024 Q2	$4.44M	Buy	+21,091	New	+$4.44M	2.25%	8