Oakwell Private Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
10,207
-590
| -5% | -$121K | 0.48% | 22 |
|
|
2025
Q1 | $2.4M | Buy |
10,797
+2,610
| +32% | +$580K | 0.66% | 19 |
|
|
2024
Q4 | $2.05M | Sell |
8,187
-102
| -1% | -$25.5K | 0.57% | 22 |
|
|
2024
Q3 | $1.93M | Sell |
8,289
-428
| -5% | -$99.7K | 0.56% | 22 |
|
|
2024
Q2 | $1.84M | Sell |
8,717
-249
| -3% | -$52.4K | 0.52% | 22 |
|
|
2024
Q1 | $1.54M | Buy |
8,966
+15
| +0.2% | +$2.57K | 0.47% | 26 |
|
|
2023
Q4 | $1.72M | Buy |
8,951
+177
| +2% | +$34.1K | 0.6% | 23 |
|
|
2023
Q3 | $1.5M | Buy |
8,774
+13
| +0.1% | +$2.23K | 0.64% | 22 |
|
|
2023
Q2 | $1.7M | Buy |
8,761
+137
| +2% | +$26.6K | 0.71% | 20 |
|
|
2023
Q1 | $1.42M | Sell |
8,624
-4
| -0% | -$660 | 0.65% | 26 |
|
|
2022
Q4 | $1.12M | Sell |
8,628
-188
| -2% | -$24.4K | 0.54% | 26 |
|
|
2022
Q3 | $1.22M | Sell |
8,816
-112
| -1% | -$15.5K | 0.67% | 23 |
|
|
2022
Q2 | $1.22M | Buy |
8,928
+325
| +4% | +$44.4K | 0.7% | 20 |
|
|
2022
Q1 | $1.5M | Buy |
8,603
+808
| +10% | +$141K | 0.76% | 18 |
|
|
2021
Q4 | $1.38M | Buy |
7,795
+615
| +9% | +$109K | 0.69% | 20 |
|
|
2021
Q3 | $1.02M | Sell |
7,180
-76
| -1% | -$10.8K | 0.55% | 24 |
|
|
2021
Q2 | $994K | Buy |
7,256
+50
| +0.7% | +$6.85K | 0.64% | 27 |
|
|
2021
Q1 | $880K | Sell |
7,206
-12
| -0.2% | -$1.47K | 0.62% | 27 |
|
|
2020
Q4 | $958K | Buy |
+7,218
| New | +$958K | 0.75% | 24 |
|