KWM
Kanen Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
7,100
| – | – | 0.56% | 19 |
|
|
2025
Q1 | $1.58M | Hold |
7,100
| – | – | 0.64% | 18 |
|
|
2024
Q4 | $1.78M | Hold |
7,100
| – | – | 0.66% | 18 |
|
|
2024
Q3 | $1.65M | Hold |
7,100
| – | – | 0.88% | 13 |
|
|
2024
Q2 | $1.5M | Buy |
+7,100
| New | +$1.5M | 0.93% | 15 |
|
|
2024
Q1 | – | Sell |
-7,110
| Closed | -$1.37M | – | 19 |
|
|
2023
Q4 | $1.37M | Hold |
7,110
| – | – | 0.96% | 13 |
|
|
2023
Q3 | $1.22M | Hold |
7,110
| – | – | 0.94% | 15 |
|
|
2023
Q2 | $1.38M | Buy |
7,110
+10
| +0.1% | +$1.94K | 0.91% | 15 |
|
|
2023
Q1 | $1.17M | Sell |
7,100
-80
| -1% | -$13.2K | 0.8% | 15 |
|
|
2022
Q4 | $933K | Hold |
7,180
| – | – | 0.48% | 20 |
|
|
2022
Q3 | $992K | Hold |
7,180
| – | – | 0.58% | 23 |
|
|
2022
Q2 | $982K | Sell |
7,180
-7,349
| -51% | -$1M | 0.54% | 17 |
|
|
2022
Q1 | $2.54M | Buy |
14,529
+7,449
| +105% | +$1.3M | 0.45% | 17 |
|
|
2021
Q4 | $1.26M | Hold |
7,080
| – | – | 0.43% | 19 |
|
|
2021
Q3 | $1M | Hold |
7,080
| – | – | 0.36% | 20 |
|
|
2021
Q2 | $970K | Buy |
7,080
+780
| +12% | +$107K | 0.22% | 25 |
|
|
2021
Q1 | $770K | Buy |
+6,300
| New | +$770K | 0.4% | 19 |
|