OHWA
Oak Hill Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
57,844
-425
| -0.7% | -$89.3K | 2.52% | 12 |
|
|
2025
Q1 | $12.9M | Buy |
58,269
+258
| +0.4% | +$57.3K | 3% | 11 |
|
|
2024
Q4 | $14.5M | Buy |
+58,011
| New | +$14.5M | 3.46% | 11 |
|
|
2024
Q3 | – | Sell |
-58,803
| Closed | -$12.4M | – | 1 |
|
|
2024
Q2 | $12.4M | Buy |
+58,803
| New | +$12.4M | 3.75% | 6 |
|
|
2024
Q1 | – | Sell |
-59,989
| Closed | -$11.5M | – | 1 |
|
|
2023
Q4 | $11.5M | Sell |
59,989
-270
| -0.4% | -$52K | 3.98% | 6 |
|
|
2023
Q3 | $10.3M | Sell |
60,259
-599
| -1% | -$103K | 3.98% | 6 |
|
|
2023
Q2 | $11.8M | Sell |
60,858
-384
| -0.6% | -$74.4K | 4.35% | 5 |
|
|
2023
Q1 | $10.1M | Sell |
61,242
-681
| -1% | -$112K | 3.98% | 5 |
|
|
2022
Q4 | $8.05M | Buy |
+61,923
| New | +$8.05M | 3.32% | 6 |
|