Kavar Capital Partners Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.5M | Sell |
151,533
-1,491
| -1% | -$388K | 4.82% | 3 |
|
|
2025
Q4 | $41.6M | Sell |
153,024
-1,289
| -0.8% | -$346K | 5.73% | 3 |
|
|
2025
Q3 | $39.3M | Sell |
154,313
-852
| -0.5% | -$192K | 5.24% | 3 |
|
|
2025
Q2 | $31.8M | Sell |
155,165
-778
| -0.5% | -$157K | 4.58% | 3 |
|
|
2025
Q1 | $34.6M | Sell |
155,943
-882
| -0.6% | -$204K | 5.77% | 1 |
|
|
2024
Q4 | $39.3M | Sell |
156,825
-1,711
| -1% | -$403K | 6.64% | 1 |
|
|
2024
Q3 | $36.9M | Sell |
158,536
-1,707
| -1% | -$381K | 5.84% | 1 |
|
|
2024
Q2 | $33.8M | Sell |
160,243
-861
| -0.5% | -$161K | 6.08% | 1 |
|
|
2024
Q1 | $27.6M | Sell |
161,104
-147,316
| -48% | -$26.8M | 5.1% | 2 |
|
|
2023
Q4 | $59.4M | Buy |
308,420
+153,355
| +99% | +$28.3M | 6.64% | 1 |
|
|
2023
Q3 | $26.5M | Sell |
155,065
-254
| -0.2% | -$46.6K | 5.76% | 1 |
|
|
2023
Q2 | $30.1M | Sell |
155,319
-5,622
| -3% | -$980K | 6.42% | 1 |
|
|
2023
Q1 | $26.5M | Sell |
160,941
-1,389
| -0.9% | -$205K | 5.73% | 1 |
|
|
2022
Q4 | $21.1M | Buy |
162,330
+792
| +0.5% | +$113K | 4.86% | 1 |
|
|
2022
Q3 | $22.3M | Buy |
161,538
+68
| +0% | +$10.7K | 5.69% | 1 |
|
|
2022
Q2 | $22.1M | Buy |
161,470
+2,606
| +2% | +$395K | 5.12% | 1 |
|
|
2022
Q1 | $27.7M | Buy |
158,864
+5,031
| +3% | +$846K | 5.99% | 1 |
|
|
2021
Q4 | $27.3M | Buy |
153,833
+901
| +0.6% | +$142K | 5.68% | 1 |
|
|
2021
Q3 | $21.6M | Buy |
152,932
+6,114
| +4% | +$900K | 4.93% | 2 |
|
|
2021
Q2 | $20.1M | Buy |
146,818
+7,296
| +5% | +$945K | 4.85% | 2 |
|
|
2021
Q1 | $17M | Sell |
139,522
-3,237
| -2% | -$415K | 4.59% | 2 |
|
|
2020
Q4 | $18.9M | Sell |
142,759
-1,208
| -0.8% | -$145K | 5.45% | 1 |
|
|
2020
Q3 | $16.7M | Sell |
143,967
-5,985
| -4% | -$653K | 5.62% | 1 |
|
|
2020
Q2 | $13.7M | Buy |
149,952
+2,280
| +2% | +$177K | 5.25% | 1 |
|
|
2020
Q1 | $9.39M | Sell |
147,672
-3,020
| -2% | -$222K | 4.5% | 2 |
|
|
2019
Q4 | $11.1M | Sell |
150,692
-1,340
| -0.9% | -$86.2K | 4.1% | 2 |
|
|
2019
Q3 | $8.51M | Buy |
152,032
+320
| +0.2% | +$16.7K | 3.32% | 3 |
|
|
2019
Q2 | $7.51M | Buy |
151,712
+2,272
| +2% | +$111K | 2.95% | 3 |
|
|
2019
Q1 | $7.1M | Buy |
149,440
+9,084
| +6% | +$385K | 3.16% | 2 |
|
|
2018
Q4 | $5.54M | Buy |
140,356
+10,244
| +8% | +$497K | 2.99% | 3 |
|
|
2018
Q3 | $7.34M | Sell |
130,112
-2,880
| -2% | -$150K | 3.64% | 2 |
|
|
2018
Q2 | $6.16M | Buy |
132,992
+564
| +0.4% | +$25.6K | 3.09% | 2 |
|
|
2018
Q1 | $5.55M | Buy |
132,428
+1,436
| +1% | +$61.8K | 2.9% | 1 |
|
|
2017
Q4 | $5.54M | Buy |
130,992
+100
| +0.1% | +$4.18K | 2.94% | 1 |
|
|
2017
Q3 | $5.04M | Sell |
130,892
-2,200
| -2% | -$85.3K | 2.76% | 2 |
|
|
2017
Q2 | $4.79M | Sell |
133,092
-4,704
| -3% | -$174K | 2.61% | 2 |
|
|
2017
Q1 | $4.95M | Sell |
137,796
-8,344
| -6% | -$275K | 2.76% | 2 |
|
|
2016
Q4 | $4.23M | Sell |
146,140
-3,672
| -2% | -$104K | 2.68% | 3 |
|
|
2016
Q3 | $4.23M | Sell |
149,812
-7,308
| -5% | -$193K | 2.73% | 2 |
|
|
2016
Q2 | $3.75M | Sell |
157,120
-4,628
| -3% | -$115K | 2.42% | 5 |
|
|
2016
Q1 | $4.41M | Buy |
161,748
+27,824
| +21% | +$693K | 2.92% | 1 |
|
|
2015
Q4 | $3.52M | Buy |
133,924
+3,920
| +3% | +$112K | 2.26% | 4 |
|
|
2015
Q3 | $3.58M | Sell |
130,004
-3,484
| -3% | -$102K | 2.53% | 1 |
|
|
2015
Q2 | $4.18M | Sell |
133,488
-1,800
| -1% | -$57.6K | 2.84% | 1 |
|
|
2015
Q1 | $4.21M | Buy |
135,288
+1,240
| +0.9% | +$37.4K | 3.58% | 1 |
|
|
2014
Q4 | $3.7M | Buy |
134,048
+8,984
| +7% | +$244K | 2.91% | 1 |
|
|
2014
Q3 | $3.15M | Buy |
125,064
+2,288
| +2% | +$56.2K | 2.69% | 1 |
|
|
2014
Q2 | $2.85M | Buy |
122,776
+2,292
| +2% | +$48.8K | 2.42% | 2 |
|
|
2014
Q1 | $2.31M | Buy |
120,484
+21,644
| +22% | +$412K | 1.91% | 3 |
|
|
2013
Q4 | $1.98M | Buy |
+98,840
| New | +$1.87M | 1.77% | 3 |
|
Other funds holding AAPL
VCM
VPM
