Silver Oak Securities’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
99,620
+965
| +1% | +$198K | 1.66% | 4 |
|
|
2025
Q1 | $21.5M | Sell |
98,655
-1,255
| -1% | -$273K | 1.97% | 3 |
|
|
2024
Q4 | $25.2M | Buy |
99,910
+20,396
| +26% | +$5.14M | 2.34% | 3 |
|
|
2024
Q3 | $18M | Buy |
79,514
+15,136
| +24% | +$3.42M | 1.9% | 4 |
|
|
2024
Q2 | $13.6M | Sell |
64,378
-136
| -0.2% | -$28.6K | 2.03% | 4 |
|
|
2024
Q1 | $11.1M | Sell |
64,514
-9,686
| -13% | -$1.66M | 1.69% | 6 |
|
|
2023
Q4 | $14.3M | Buy |
74,200
+29,462
| +66% | +$5.67M | 1.92% | 6 |
|
|
2023
Q3 | $7.66M | Sell |
44,738
-33,193
| -43% | -$5.68M | 1.67% | 8 |
|
|
2023
Q2 | $15.1M | Buy |
77,931
+187
| +0.2% | +$36.3K | 2.43% | 5 |
|
|
2023
Q1 | $12.8M | Buy |
77,744
+4,096
| +6% | +$675K | 2.1% | 6 |
|
|
2022
Q4 | $9.57M | Buy |
73,648
+28,910
| +65% | +$3.76M | 1.8% | 7 |
|
|
2022
Q3 | $7.66M | Sell |
44,738
-33,409
| -43% | -$5.72M | 1.67% | 8 |
|
|
2022
Q2 | $12M | Buy |
78,147
+918
| +1% | +$141K | 2.69% | 6 |
|
|
2022
Q1 | $13.1M | Buy |
+77,229
| New | +$13.1M | 2.66% | 6 |
|