OC
Oakmont Corp’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.7M | Sell |
193,559
-731
| -0.4% | -$150K | 6.96% | 7 |
|
|
2025
Q1 | $43.2M | Sell |
194,290
-1,107
| -0.6% | -$246K | 8.51% | 6 |
|
|
2024
Q4 | $48.9M | Buy |
195,397
+23,692
| +14% | +$5.93M | 8.56% | 5 |
|
|
2024
Q3 | $38.3M | Sell |
171,705
-120,459
| -41% | -$26.9M | 7.36% | 6 |
|
|
2024
Q2 | $61.5M | Buy |
292,164
+18,998
| +7% | +$4M | 13.54% | 4 |
|
|
2024
Q1 | $46.8M | Sell |
273,166
-5,050
| -2% | -$866K | 11.46% | 5 |
|
|
2023
Q4 | $53.6M | Hold |
278,216
| – | – | 14.06% | 4 |
|
|
2023
Q3 | $47.6M | Sell |
278,216
-170,210
| -38% | -$29.1M | 13.62% | 4 |
|
|
2023
Q2 | $87M | Hold |
448,426
| – | – | 11.11% | 5 |
|
|
2023
Q1 | $73.9M | Hold |
448,426
| – | – | 9.9% | 5 |
|
|
2022
Q4 | $58.3M | Sell |
448,426
-6,475
| -1% | -$841K | 9.33% | 6 |
|
|
2022
Q3 | $62.9M | Buy |
454,901
+2,775
| +0.6% | +$384K | 9.83% | 5 |
|
|
2022
Q2 | $61.8M | Sell |
452,126
-2,095
| -0.5% | -$286K | 8.54% | 5 |
|
|
2022
Q1 | $79.3M | Hold |
454,221
| – | – | 7.2% | 5 |
|
|
2021
Q4 | $80.7M | Hold |
454,221
| – | – | 6.39% | 8 |
|
|
2021
Q3 | $64.3M | Hold |
454,221
| – | – | 4.98% | 8 |
|
|
2021
Q2 | $62.2M | Hold |
454,221
| – | – | 4.67% | 8 |
|
|
2021
Q1 | $55.5M | Sell |
454,221
-103,857
| -19% | -$12.7M | 4.88% | 8 |
|
|
2020
Q4 | $74.1M | Buy |
558,078
+2,090
| +0.4% | +$277K | 6.58% | 6 |
|
|
2020
Q3 | $64.4M | Buy |
555,988
+416,991
| +300% | +$48.3M | 6.68% | 7 |
|
|
2020
Q2 | $50.7M | Sell |
138,997
-14,677
| -10% | -$5.35M | 6.61% | 7 |
|
|
2020
Q1 | $39.1M | Sell |
153,674
-645
| -0.4% | -$164K | 7.21% | 7 |
|
|
2019
Q4 | $45.3M | Buy |
+154,319
| New | +$45.3M | 6.94% | 6 |
|
|
2016
Q2 | – | Sell |
-234,050
| Closed | -$25.5M | – | 18 |
|
|
2016
Q1 | $25.5M | Sell |
234,050
-69,860
| -23% | -$7.61M | 4.28% | 8 |
|
|
2015
Q4 | $32M | Sell |
303,910
-13,035
| -4% | -$1.37M | 4.19% | 11 |
|
|
2015
Q3 | $35M | Sell |
316,945
-470
| -0.1% | -$51.8K | 5.4% | 3 |
|
|
2015
Q2 | $39.8M | Sell |
317,415
-8,790
| -3% | -$1.1M | 5.76% | 2 |
|
|
2015
Q1 | $40.6M | Sell |
326,205
-4,070
| -1% | -$506K | 5.99% | 2 |
|
|
2014
Q4 | $36.5M | Buy |
+330,275
| New | +$36.5M | 5.84% | 4 |
|