SW
SkyOak Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
90,824
+657
| +0.7% | +$135K | 3.74% | 5 |
|
|
2025
Q1 | $20M | Sell |
90,167
-2,410
| -3% | -$535K | 4.39% | 3 |
|
|
2024
Q4 | $23.2M | Buy |
92,577
+1,239
| +1% | +$310K | 4.96% | 2 |
|
|
2024
Q3 | $21.3M | Sell |
91,338
-2,418
| -3% | -$563K | 4.71% | 2 |
|
|
2024
Q2 | $19.7M | Sell |
93,756
-2,353
| -2% | -$496K | 4.61% | 2 |
|
|
2024
Q1 | $16.5M | Sell |
96,109
-654
| -0.7% | -$112K | 3.94% | 4 |
|
|
2023
Q4 | $18.6M | Sell |
96,763
-4,003
| -4% | -$771K | 4.85% | 2 |
|
|
2023
Q3 | $17.3M | Sell |
100,766
-321
| -0.3% | -$55K | 5.04% | 1 |
|
|
2023
Q2 | $19.6M | Sell |
101,087
-3,285
| -3% | -$637K | 5.54% | 1 |
|
|
2023
Q1 | $17.2M | Sell |
104,372
-1,671
| -2% | -$276K | 5.25% | 1 |
|
|
2022
Q4 | $13.8M | Sell |
106,043
-2,362
| -2% | -$307K | 4.63% | 1 |
|
|
2022
Q3 | $15M | Sell |
108,405
-2,173
| -2% | -$300K | 5.37% | 1 |
|
|
2022
Q2 | $15.1M | Sell |
110,578
-4,231
| -4% | -$578K | 5.16% | 1 |
|
|
2022
Q1 | $20M | Sell |
114,809
-1,807
| -2% | -$316K | 5.57% | 1 |
|
|
2021
Q4 | $20.7M | Sell |
116,616
-404
| -0.3% | -$71.7K | 5.26% | 1 |
|
|
2021
Q3 | $16.6M | Sell |
117,020
-21
| -0% | -$2.97K | 4.46% | 2 |
|
|
2021
Q2 | $16M | Buy |
117,041
+298
| +0.3% | +$40.8K | 4.29% | 2 |
|
|
2021
Q1 | $15.6M | Buy |
116,743
+1,107
| +1% | +$148K | 4.34% | 2 |
|
|
2020
Q4 | $15.3M | Buy |
115,636
+863
| +0.8% | +$115K | 4.77% | 1 |
|
|
2020
Q3 | $13.3M | Buy |
114,773
+61,210
| +114% | +$7.09M | 4.78% | 1 |
|
|
2020
Q2 | $19.5M | Buy |
53,563
+5,167
| +11% | +$1.88M | 7.21% | 1 |
|
|
2020
Q1 | $12.3M | Sell |
48,396
-8,843
| -15% | -$2.25M | 6.29% | 1 |
|
|
2019
Q4 | $16.8M | Buy |
+57,239
| New | +$16.8M | 5.21% | 1 |
|