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Oxford Wealth Group’s Apple AAPL Stock Holding History

Oxford Wealth Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$5.05M Buy
20,179
+76
+0.4% +$19K 3.27% 5
2024
Q3 		$4.68M Sell
20,103
-3,612
-15% -$842K 3.81% 4
2024
Q2 		$4.99M Buy
23,715
+4,003
+20% +$843K 3.43% 4
2024
Q1 		$3.38M Buy
+19,712
New +$3.38M 3.08% 6