SWM
SilverOak Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
19,926
+3,136
| +19% | +$643K | 0.77% | 19 |
|
|
2025
Q1 | $3.73M | Hold |
16,790
| – | – | 0.81% | 18 |
|
|
2024
Q4 | $4.2M | Sell |
16,790
-503
| -3% | -$126K | 0.9% | 15 |
|
|
2024
Q3 | $4.03M | Buy |
17,293
+55
| +0.3% | +$12.8K | 0.9% | 15 |
|
|
2024
Q2 | $3.63M | Buy |
17,238
+308
| +2% | +$64.9K | 0.87% | 16 |
|
|
2024
Q1 | $2.9M | Sell |
16,930
-269
| -2% | -$46.1K | 0.72% | 21 |
|
|
2023
Q4 | $3.31M | Buy |
+17,199
| New | +$3.31M | 0.89% | 15 |
|