KSWA
Kathleen S. Wright Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
1,871
-129
| -6% | -$26.5K | 0.15% | 83 |
|
|
2025
Q1 | $444K | Hold |
2,000
| – | – | 0.18% | 80 |
|
|
2024
Q4 | $501K | Buy |
2,000
+200
| +11% | +$50.1K | 0.21% | 75 |
|
|
2024
Q3 | $419K | Sell |
1,800
-41
| -2% | -$9.55K | 0.17% | 83 |
|
|
2024
Q2 | $388K | Hold |
1,841
| – | – | 0.18% | 83 |
|
|
2024
Q1 | $316K | Buy |
1,841
+1,420
| +337% | +$244K | 0.15% | 88 |
|
|
2023
Q4 | $81.1K | Sell |
421
-13,191
| -97% | -$2.54M | 0.04% | 114 |
|
|
2023
Q3 | $2.33M | Buy |
13,612
+13,500
| +12,054% | +$2.31M | 1.3% | 20 |
|
|
2023
Q2 | $21.7K | Hold |
112
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $18.5K | Sell |
112
-2,800
| -96% | -$462K | 0.01% | 121 |
|
|
2022
Q4 | $378K | Buy |
2,912
+2,800
| +2,500% | +$363K | 0.26% | 71 |
|
|
2022
Q3 | $15K | Hold |
112
| – | – | 0.01% | 134 |
|
|
2022
Q2 | $15K | Buy |
+112
| New | +$15K | 0.01% | 124 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$7K | – | 146 |
|
|
2021
Q4 | $7K | Buy |
+40
| New | +$7K | 0.01% | 127 |
|