Okabena 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 | $7.96M | Buy |
38,819
+8,895
| +30% | +$1.82M | 1.77% | 16 |
|
|
2025
Q1 | $6.65M | Buy |
29,924
+7,199
| +32% | +$1.6M | 1.67% | 16 |
|
|
2024
Q4 | $5.69M | Hold |
22,725
| – | – | 1.58% | 16 |
|
|
2024
Q3 | $5.29M | Sell |
22,725
-7,136
| -24% | -$1.66M | 1.49% | 17 |
|
|
2024
Q2 | $6.29M | Buy |
29,861
+7,475
| +33% | +$1.57M | 2% | 15 |
|
|
2024
Q1 | $3.84M | Sell |
22,386
-453
| -2% | -$77.7K | 1.28% | 24 |
|
|
2023
Q4 | $4.4M | Buy |
22,839
+22,665
| +13,026% | +$4.36M | 1.71% | 14 |
|
|
2023
Q3 | $29.8K | Sell |
174
-335
| -66% | -$57.4K | 0.02% | 72 |
|
|
2023
Q2 | $98.7K | Buy |
509
+499
| +4,990% | +$96.8K | 0.07% | 60 |
|
|
2023
Q1 | $1.23K | Sell |
10
-17,456
| -100% | -$2.14M | ﹤0.01% | 190 |
|
|
2022
Q4 | $2.27M | Sell |
17,466
-18,905
| -52% | -$2.46M | 1.5% | 16 |
|
|
2022
Q3 | $5.03M | Buy |
36,371
+21,190
| +140% | +$2.93M | 2.43% | 8 |
|
|
2022
Q2 | $2.08M | Buy |
15,181
+3,377
| +29% | +$462K | 1.07% | 27 |
|
|
2022
Q1 | $2.06M | Hold |
11,804
| – | – | 0.87% | 36 |
|
|
2021
Q4 | $2.1M | Buy |
11,804
+9,252
| +363% | +$1.64M | 0.8% | 36 |
|
|
2021
Q3 | $361K | Hold |
2,552
| – | – | 0.19% | 72 |
|
|
2021
Q2 | $350K | Buy |
+2,552
| New | +$350K | 0.16% | 68 |
|