Silver Oak Advisory 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 | $2.01M | Buy |
9,789
+624
| +7% | +$128K | 0.97% | 19 |
|
|
2025
Q1 | $2.04M | Sell |
9,165
-608
| -6% | -$135K | 1.08% | 17 |
|
|
2024
Q4 | $2.45M | Sell |
9,773
-198
| -2% | -$49.6K | 1.29% | 15 |
|
|
2024
Q3 | $2.32M | Buy |
9,971
+4,205
| +73% | +$980K | 1.19% | 15 |
|
|
2024
Q2 | $1.21M | Hold |
5,766
| – | – | 0.67% | 21 |
|
|
2024
Q1 | $989K | Sell |
5,766
-3
| -0.1% | -$515 | 0.56% | 25 |
|
|
2023
Q4 | $1.11M | Sell |
5,769
-355
| -6% | -$68.4K | 0.65% | 22 |
|
|
2023
Q3 | $1.05M | Buy |
6,124
+2,828
| +86% | +$484K | 0.68% | 21 |
|
|
2023
Q2 | $639K | Sell |
3,296
-280
| -8% | -$54.3K | 0.42% | 26 |
|
|
2023
Q1 | $589K | Sell |
3,576
-219
| -6% | -$36.1K | 0.4% | 27 |
|
|
2022
Q4 | $493K | Sell |
3,795
-61
| -2% | -$7.92K | 0.35% | 27 |
|
|
2022
Q3 | $533K | Sell |
3,856
-69
| -2% | -$9.54K | 0.4% | 27 |
|
|
2022
Q2 | $537K | Buy |
3,925
+69
| +2% | +$9.44K | 0.38% | 28 |
|
|
2022
Q1 | $673K | Sell |
3,856
-321
| -8% | -$56K | 0.44% | 25 |
|
|
2021
Q4 | $742K | Buy |
+4,177
| New | +$742K | 0.47% | 25 |
|