Oxford Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
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|
2025
Q1 | $29.1M | Buy |
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|
2024
Q4 | $32.6M | Sell |
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|
2024
Q3 | $30.8M | Sell |
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|
2024
Q2 | $28.2M | Sell |
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|
2024
Q1 | $23M | Buy |
|
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|
2023
Q4 | $25.7M | Sell |
|
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|
2023
Q3 | $23.3M | Sell |
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|
2023
Q2 | $27.6M | Buy |
|
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|
2023
Q1 | $21.3M | Buy |
|
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|
2022
Q4 | $16.2M | Buy |
|
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|
2022
Q3 | $16.1M | Sell |
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|
2022
Q2 | $16.2M | Buy |
|
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|
2022
Q1 | $20.6M | Sell |
|
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|
2021
Q4 | $22.5M | Buy |
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|
2021
Q3 | $16.5M | Buy |
|
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|
2021
Q2 | $10.3M | Buy |
|
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|
2021
Q1 | $8.65M | Sell |
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|
2020
Q4 | $9.71M | Sell |
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|
2020
Q3 | $8.77M | Sell |
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|
2020
Q2 | $7.3M | Sell |
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|
2020
Q1 | $5.11M | Buy |
|