Oxford Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
133,060
+1,956
| +1% | +$401K | 1.62% | 13 |
|
|
2025
Q1 | $29.1M | Buy |
131,104
+747
| +0.6% | +$166K | 2.04% | 10 |
|
|
2024
Q4 | $32.6M | Sell |
130,357
-2,011
| -2% | -$504K | 2.11% | 10 |
|
|
2024
Q3 | $30.8M | Sell |
132,368
-1,667
| -1% | -$388K | 1.96% | 11 |
|
|
2024
Q2 | $28.2M | Sell |
134,035
-368
| -0.3% | -$77.5K | 1.86% | 11 |
|
|
2024
Q1 | $23M | Buy |
134,403
+696
| +0.5% | +$119K | 1.6% | 14 |
|
|
2023
Q4 | $25.7M | Sell |
133,707
-2,448
| -2% | -$471K | 1.89% | 13 |
|
|
2023
Q3 | $23.3M | Sell |
136,155
-5,990
| -4% | -$1.03M | 2.01% | 11 |
|
|
2023
Q2 | $27.6M | Buy |
142,145
+12,943
| +10% | +$2.51M | 2.62% | 9 |
|
|
2023
Q1 | $21.3M | Buy |
129,202
+4,190
| +3% | +$691K | 2.39% | 12 |
|
|
2022
Q4 | $16.2M | Buy |
125,012
+8,700
| +7% | +$1.13M | 1.89% | 13 |
|
|
2022
Q3 | $16.1M | Sell |
116,312
-1,952
| -2% | -$270K | 2.42% | 11 |
|
|
2022
Q2 | $16.2M | Buy |
118,264
+343
| +0.3% | +$46.9K | 2.38% | 10 |
|
|
2022
Q1 | $20.6M | Sell |
117,921
-9,029
| -7% | -$1.58M | 2.61% | 9 |
|
|
2021
Q4 | $22.5M | Buy |
126,950
+10,031
| +9% | +$1.78M | 2.53% | 9 |
|
|
2021
Q3 | $16.5M | Buy |
116,919
+41,739
| +56% | +$5.91M | 2.11% | 9 |
|
|
2021
Q2 | $10.3M | Buy |
75,180
+4,340
| +6% | +$594K | 1.38% | 12 |
|
|
2021
Q1 | $8.65M | Sell |
70,840
-2,331
| -3% | -$285K | 1.2% | 15 |
|
|
2020
Q4 | $9.71M | Sell |
73,171
-2,541
| -3% | -$337K | 1.41% | 13 |
|
|
2020
Q3 | $8.77M | Sell |
75,712
-4,312
| -5% | -$499K | 1.41% | 12 |
|
|
2020
Q2 | $7.3M | Sell |
80,024
-356
| -0.4% | -$32.5K | 1.24% | 15 |
|
|
2020
Q1 | $5.11M | Buy |
+80,380
| New | +$5.11M | 1.02% | 16 |
|