Oxler Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.43M | Sell |
41,080
-193
| -0.5% | -$39.6K | 2.65% | 9 |
|
|
2025
Q1 | $9.17M | Sell |
41,273
-318
| -0.8% | -$70.6K | 3.22% | 8 |
|
|
2024
Q4 | $10.4M | Sell |
41,591
-1,432
| -3% | -$359K | 3.42% | 9 |
|
|
2024
Q3 | $10M | Buy |
43,023
+835
| +2% | +$195K | 3.49% | 8 |
|
|
2024
Q2 | $8.89M | Sell |
42,188
-1,069
| -2% | -$225K | 3.29% | 9 |
|
|
2024
Q1 | $7.42M | Buy |
43,257
+1,646
| +4% | +$282K | 2.91% | 9 |
|
|
2023
Q4 | $8.01M | Sell |
41,611
-3,109
| -7% | -$599K | 6.65% | 4 |
|
|
2023
Q3 | $7.66M | Buy |
44,720
+44
| +0.1% | +$7.54K | 3.85% | 7 |
|
|
2023
Q2 | $8.67M | Sell |
44,676
-544
| -1% | -$106K | 4.13% | 5 |
|
|
2023
Q1 | $7.46M | Buy |
45,220
+63
| +0.1% | +$10.4K | 3.68% | 7 |
|
|
2022
Q4 | $5.87M | Buy |
45,157
+23,485
| +108% | +$3.05M | 3.16% | 7 |
|
|
2022
Q3 | $6.25M | Sell |
21,672
-23,493
| -52% | -$6.78M | 3.49% | 6 |
|
|
2022
Q2 | $6.18M | Buy |
45,165
+91
| +0.2% | +$12.4K | 2.97% | 8 |
|
|
2022
Q1 | $7.87M | Buy |
45,074
+56
| +0.1% | +$9.78K | 3.55% | 5 |
|
|
2021
Q4 | $7.99M | Sell |
45,018
-200
| -0.4% | -$35.5K | 3.31% | 6 |
|
|
2021
Q3 | $6.4M | Buy |
45,218
+714
| +2% | +$101K | 2.82% | 7 |
|
|
2021
Q2 | $6.1M | Sell |
44,504
-200
| -0.4% | -$27.4K | 2.66% | 7 |
|
|
2021
Q1 | $5.46M | Buy |
44,704
+32
| +0.1% | +$3.91K | 2.77% | 6 |
|
|
2020
Q4 | $5.93M | Buy |
+44,672
| New | +$5.93M | 3.34% | 6 |
|