Oak Family Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
|
|||||
|
2025
Q1 | $3.95M | Sell |
|
|||||
|
2024
Q4 | $4.62M | Sell |
|
|||||
|
2024
Q3 | $4.32M | Sell |
|
|||||
|
2024
Q2 | $3.97M | Sell |
|
|||||
|
2024
Q1 | $3.32M | Sell |
|
|||||
|
2023
Q4 | $4.16M | Sell |
|
|||||
|
2023
Q3 | $5.11M | Sell |
|
|||||
|
2023
Q2 | $5.8M | Sell |
|
|||||
|
2023
Q1 | $5.35M | Sell |
|
|||||
|
2022
Q4 | $4.56M | Buy |
|
|||||
|
2022
Q3 | $4.74M | Buy |
|
|||||
|
2022
Q2 | $4.67M | Sell |
|
|||||
|
2022
Q1 | $6.54M | Sell |
|
|||||
|
2021
Q4 | $6.95M | Buy |
|
|||||
|
2021
Q3 | $4.92M | Sell |
|
|||||
|
2021
Q2 | $4.95M | Buy |
|
|||||
|
2021
Q1 | $4.4M | Sell |
|
|||||
|
2020
Q4 | $5.03M | Buy |
|