KCM
Kathmere Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Buy |
112,578
+955
| +0.9% | +$196K | 1.78% | 14 |
|
|
2025
Q1 | $24.8M | Buy |
111,623
+28,720
| +35% | +$6.38M | 2.1% | 12 |
|
|
2024
Q4 | $20.8M | Buy |
82,903
+5,693
| +7% | +$1.43M | 1.86% | 15 |
|
|
2024
Q3 | $18M | Buy |
77,210
+6,632
| +9% | +$1.55M | 1.69% | 15 |
|
|
2024
Q2 | $14.9M | Buy |
70,578
+13,354
| +23% | +$2.81M | 1.57% | 21 |
|
|
2024
Q1 | $9.81M | Buy |
57,224
+2,522
| +5% | +$432K | 1.12% | 26 |
|
|
2023
Q4 | $10.5M | Buy |
54,702
+738
| +1% | +$142K | 1.37% | 25 |
|
|
2023
Q3 | $9.24M | Sell |
53,964
-1,242
| -2% | -$213K | 1.37% | 19 |
|
|
2023
Q2 | $10.7M | Buy |
55,206
+4,416
| +9% | +$857K | 1.66% | 18 |
|
|
2023
Q1 | $8.38M | Buy |
50,790
+1,648
| +3% | +$272K | 1.37% | 20 |
|
|
2022
Q4 | $6.39M | Buy |
49,142
+1,936
| +4% | +$252K | 1.13% | 24 |
|
|
2022
Q3 | $6.52M | Sell |
47,206
-1,358
| -3% | -$188K | 1.3% | 21 |
|
|
2022
Q2 | $6.64M | Sell |
48,564
-7
| -0% | -$957 | 1.22% | 27 |
|
|
2022
Q1 | $8.48M | Buy |
48,571
+3,024
| +7% | +$528K | 1.44% | 24 |
|
|
2021
Q4 | $8.09M | Sell |
45,547
-3,198
| -7% | -$568K | 1.4% | 29 |
|
|
2021
Q3 | $6.9M | Buy |
48,745
+3,394
| +7% | +$480K | 1.25% | 29 |
|
|
2021
Q2 | $6.21M | Buy |
45,351
+148
| +0.3% | +$20.3K | 1.2% | 29 |
|
|
2021
Q1 | $5.52M | Buy |
45,203
+2,866
| +7% | +$350K | 1.09% | 30 |
|
|
2020
Q4 | $5.62M | Sell |
42,337
-351
| -0.8% | -$46.6K | 1.21% | 26 |
|
|
2020
Q3 | $4.94M | Buy |
42,688
+31,574
| +284% | +$3.66M | 1.23% | 20 |
|
|
2020
Q2 | $4.05M | Buy |
11,114
+1,605
| +17% | +$585K | 1.18% | 20 |
|
|
2020
Q1 | $2.42M | Buy |
9,509
+3,849
| +68% | +$979K | 0.88% | 29 |
|
|
2019
Q4 | $1.66M | Buy |
+5,660
| New | +$1.66M | 0.59% | 34 |
|