Kapstone Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $21.6M | Sell |
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|
2024
Q3 | $20.8M | Buy |
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|
2024
Q2 | $19.2M | Sell |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $18.5M | Sell |
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|
2023
Q1 | $15.8M | Sell |
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|
2022
Q4 | $14.7M | Buy |
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