Kapstone Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
87,445
+471
| +0.5% | +$96.6K | 8.95% | 3 |
|
|
2025
Q1 | $19.3M | Sell |
86,974
-3,156
| -4% | -$701K | 10.93% | 3 |
|
|
2024
Q4 | $21.6M | Sell |
90,130
-1,225
| -1% | -$293K | 11.51% | 3 |
|
|
2024
Q3 | $20.8M | Buy |
91,355
+17
| +0% | +$3.87K | 12.62% | 2 |
|
|
2024
Q2 | $19.2M | Sell |
91,338
-84
| -0.1% | -$17.7K | 12.61% | 2 |
|
|
2024
Q1 | $15.7M | Sell |
91,422
-1,016
| -1% | -$174K | 10.67% | 2 |
|
|
2023
Q4 | $17.9M | Sell |
92,438
-501
| -0.5% | -$97.3K | 14.07% | 2 |
|
|
2023
Q3 | $15.9M | Sell |
92,939
-1,523
| -2% | -$261K | 14.33% | 1 |
|
|
2023
Q2 | $18.5M | Sell |
94,462
-1,203
| -1% | -$235K | 15.3% | 1 |
|
|
2023
Q1 | $15.8M | Sell |
95,665
-1,544
| -2% | -$256K | 14.28% | 1 |
|
|
2022
Q4 | $14.7M | Buy |
+97,209
| New | +$14.7M | 13.35% | 1 |
|