Oak Wealth Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Hold	5,243	–	–	0.69%	19
2025 Q1	$1.16M	Buy	5,243 +1,388	+36%	+$308K	0.86%	17
2024 Q4	$965K	Buy	+3,855	New	+$965K	0.74%	20