Live Oak Private Wealth’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 | $19.9M | Buy |
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|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $17.1M | Sell |
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|
2024
Q4 | $19.4M | Sell |
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|
2024
Q3 | $18.7M | Sell |
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|
2024
Q2 | $17.1M | Sell |
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|
2024
Q1 | $14M | Sell |
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|
2023
Q4 | $15.7M | Sell |
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|
2023
Q3 | $14.3M | Sell |
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|
2023
Q2 | $17.4M | Sell |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $11.7M | Sell |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $12.3M | Buy |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $14.3M | Sell |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $8.94M | Buy |
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|
2020
Q4 | $9.67M | Sell |
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|
2020
Q3 | $8.84M | Sell |
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|
2020
Q2 | $7.8M | Buy |
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|
2020
Q1 | $3.04M | Sell |
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|
2019
Q4 | $5.7M | Buy |
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