KFS
Kaizen Financial Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
61,808
+294
| +0.5% | +$60.3K | 6.44% | 3 |
|
|
2025
Q1 | $13.7M | Sell |
61,514
-1,964
| -3% | -$436K | 7.88% | 2 |
|
|
2024
Q4 | $15.9M | Sell |
63,478
-1,829
| -3% | -$458K | 9% | 2 |
|
|
2024
Q3 | $15.2M | Sell |
65,307
-1,295
| -2% | -$302K | 8.83% | 1 |
|
|
2024
Q2 | $14.6M | Sell |
66,602
-12
| -0% | -$2.63K | 9.09% | 1 |
|
|
2024
Q1 | $11.4M | Buy |
66,614
+305
| +0.5% | +$52.3K | 7.75% | 3 |
|
|
2023
Q4 | $12.8M | Buy |
66,309
+351
| +0.5% | +$67.6K | 9.67% | 1 |
|
|
2023
Q3 | $11.3M | Sell |
65,958
-1,748
| -3% | -$299K | 9.54% | 1 |
|
|
2023
Q2 | $12.8M | Sell |
67,706
-46
| -0.1% | -$8.73K | 10.99% | 1 |
|
|
2023
Q1 | $11.2M | Sell |
67,752
-639
| -0.9% | -$105K | 11.02% | 1 |
|
|
2022
Q4 | $9.22M | Sell |
68,391
-489
| -0.7% | -$65.9K | 9.11% | 1 |
|
|
2022
Q3 | $9.52M | Buy |
68,880
+304
| +0.4% | +$42K | 9.65% | 1 |
|
|
2022
Q2 | $9.38M | Sell |
68,576
-2,028
| -3% | -$277K | 9.25% | 1 |
|
|
2022
Q1 | $12.3M | Sell |
70,604
-2,316
| -3% | -$404K | 9.67% | 1 |
|
|
2021
Q4 | $12.9M | Sell |
72,920
-10,570
| -13% | -$1.88M | 9.7% | 1 |
|
|
2021
Q3 | $11.8M | Buy |
+83,490
| New | +$11.8M | 9.52% | 1 |
|
|
2021
Q1 | $8.79M | Sell |
71,956
-9,271
| -11% | -$1.13M | 8.38% | 1 |
|
|
2020
Q4 | $10.8M | Buy |
+81,227
| New | +$10.8M | 11.98% | 1 |
|