Kalos Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $6.82M | Buy |
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|
2021
Q3 | $6.38M | Buy |
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|
2021
Q2 | $3.99M | Sell |
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|
2021
Q1 | $5.67M | Buy |
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|
2020
Q4 | $3.52M | Sell |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $4.06M | Buy |
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|
2020
Q1 | $2.65M | Buy |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $959K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $1.38M | Sell |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.5M | Buy |
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|
2017
Q3 | $949K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $928K | Sell |
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|
2016
Q4 | $869K | Sell |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.22M | Sell |
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|
2016
Q1 | $1.54M | Buy |
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|
2015
Q4 | $2.03M | Buy |
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