Oak Harvest Investment Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
113,845
-1,924
| -2% | -$396K | 2.94% | 5 |
|
|
2025
Q1 | $25.7M | Buy |
115,769
+13,932
| +14% | +$3.09M | 3.59% | 3 |
|
|
2024
Q4 | $25.5M | Buy |
101,837
+7,631
| +8% | +$1.91M | 3.55% | 3 |
|
|
2024
Q3 | $21.9M | Sell |
94,206
-47,177
| -33% | -$11M | 3.15% | 4 |
|
|
2024
Q2 | $29.8M | Buy |
141,383
+12,227
| +9% | +$2.58M | 4.62% | 3 |
|
|
2024
Q1 | $22.1M | Buy |
129,156
+13,210
| +11% | +$2.27M | 3.62% | 4 |
|
|
2023
Q4 | $22.3M | Buy |
115,946
+5,247
| +5% | +$1.01M | 4.46% | 3 |
|
|
2023
Q3 | $19M | Buy |
110,699
+38,500
| +53% | +$6.59M | 4.01% | 3 |
|
|
2023
Q2 | $14M | Sell |
72,199
-38,594
| -35% | -$7.49M | 3.14% | 5 |
|
|
2023
Q1 | $18.3M | Buy |
110,793
+786
| +0.7% | +$130K | 4.21% | 4 |
|
|
2022
Q4 | $14.3M | Sell |
110,007
-1,402
| -1% | -$182K | 3.72% | 4 |
|
|
2022
Q3 | $15.4M | Sell |
111,409
-6,846
| -6% | -$946K | 4.11% | 4 |
|
|
2022
Q2 | $16.2M | Buy |
118,255
+2,507
| +2% | +$343K | 4.36% | 4 |
|
|
2022
Q1 | $20.2M | Buy |
115,748
+7,913
| +7% | +$1.38M | 5% | 4 |
|
|
2021
Q4 | $19.1M | Buy |
107,835
+1,467
| +1% | +$260K | 4.75% | 4 |
|
|
2021
Q3 | $15.1M | Buy |
106,368
+13,140
| +14% | +$1.86M | 4.39% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
93,228
+7,439
| +9% | +$1.02M | 4.21% | 4 |
|
|
2021
Q1 | $10.5M | Buy |
85,789
+4,219
| +5% | +$515K | 4.01% | 4 |
|
|
2020
Q4 | $10.8M | Buy |
+81,570
| New | +$10.8M | 4.64% | 4 |
|