Live Oak Investment 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 | $2.45M | Sell |
11,934
-155
| -1% | -$31.8K | 1.88% | 15 |
|
|
2025
Q1 | $2.69M | Buy |
+12,089
| New | +$2.69M | 2.12% | 12 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2.87M | – | 10 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2.55M | – | 10 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2.14M | – | 10 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.48M | – | 13 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.31M | – | 13 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1.88M | – | 14 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 15 |
|