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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.47M | Buy |
21,571
+3,939
| +22% | +$1.03M | 1.54% | 26 |
|
|
2025
Q4 | $4.79M | Buy |
17,632
+1
| +0% | +$268 | 1.32% | 29 |
|
|
2025
Q3 | $4.49M | Buy |
17,631
+169
| +1% | +$38.2K | 1.12% | 29 |
|
|
2025
Q2 | $3.58M | Sell |
17,462
-300
| -2% | -$60.6K | 1.13% | 31 |
|
|
2025
Q1 | $3.95M | Sell |
17,762
-685
| -4% | -$159K | 1.33% | 28 |
|
|
2024
Q4 | $4.62M | Sell |
18,447
-111
| -0.6% | -$26.2K | 1.67% | 22 |
|
|
2024
Q3 | $4.32M | Sell |
18,558
-312
| -2% | -$69.7K | 1.33% | 25 |
|
|
2024
Q2 | $3.97M | Sell |
18,870
-469
| -2% | -$87.5K | 1.36% | 25 |
|
|
2024
Q1 | $3.32M | Sell |
19,339
-2,263
| -10% | -$411K | 1.28% | 30 |
|
|
2023
Q4 | $4.16M | Sell |
21,602
-8,261
| -28% | -$1.53M | 1.75% | 22 |
|
|
2023
Q3 | $5.11M | Sell |
29,863
-44
| -0.1% | -$8.07K | 2.42% | 15 |
|
|
2023
Q2 | $5.8M | Sell |
29,907
-2,518
| -8% | -$439K | 2.75% | 10 |
|
|
2023
Q1 | $5.35M | Sell |
32,425
-2,644
| -8% | -$390K | 2.63% | 13 |
|
|
2022
Q4 | $4.56M | Buy |
35,069
+740
| +2% | +$106K | 2.44% | 12 |
|
|
2022
Q3 | $4.74M | Buy |
34,329
+161
| +0.5% | +$25.3K | 2.54% | 6 |
|
|
2022
Q2 | $4.67M | Sell |
34,168
-3,268
| -9% | -$495K | 2.35% | 8 |
|
|
2022
Q1 | $6.54M | Sell |
37,436
-1,703
| -4% | -$286K | 2.56% | 6 |
|
|
2021
Q4 | $6.95M | Buy |
39,139
+4,342
| +12% | +$686K | 2.6% | 4 |
|
|
2021
Q3 | $4.92M | Sell |
34,797
-1,322
| -4% | -$195K | 1.8% | 9 |
|
|
2021
Q2 | $4.95M | Buy |
36,119
+65
| +0.2% | +$8.42K | 2.07% | 10 |
|
|
2021
Q1 | $4.4M | Sell |
36,054
-1,818
| -5% | -$233K | 1.91% | 11 |
|
|
2020
Q4 | $5.03M | Buy |
+37,872
| New | +$4.56M | 2.6% | 6 |
|
Other funds holding AAPL
VCM
VPM
