O'Keefe Stevens Advisory’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Sell
2025
Q2
$1.07M Hold
2025
Q1
$1.15M Hold
2024
Q4
$1.3M Buy
2024
Q3
$971K Buy
2024
Q2
$587K Hold
2024
Q1
$478K Buy
2023
Q4
$527K Buy
2023
Q3
$338K Buy
2023
Q2
$383K Sell
2023
Q1
$326K Buy
2022
Q4
$230K Sell
2022
Q3
$253K Buy
2022
Q2
$242K Buy
2022
Q1
$265K Hold
2021
Q4
$270K Hold
2021
Q3
$215K Hold
2021
Q2
$208K Buy
2021
Q1
Sell
2020
Q4
$202K Buy