Charter Oak Capital Management, LLC's ownership history for AAPL

Charter Oak Capital Management, LLC currently holds 76.9K shares with a market value of $19.5M. It started holding AAPL on 2024-09-30. At its peak, it held 81.1K shares on 2024-09-30. Its highest holding value was $21.3M on 2025-12-31. At its lowest, it held 76.4K shares on 2025-06-30, with a value of $15.7M on 2025-06-30. In the recent 180 days, Charter Oak Capital Management, LLC has decreased its shares by 779. In the recent year, Charter Oak Capital Management, LLC has increased its shares by 182.