KWM
Kaydan Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
10,360
+229
| +2% | +$47K | 0.7% | 27 |
|
|
2025
Q1 | $2.25M | Sell |
10,131
-9
| -0.1% | -$2K | 0.72% | 23 |
|
|
2024
Q4 | $2.54M | Sell |
10,140
-83
| -0.8% | -$20.8K | 0.84% | 19 |
|
|
2024
Q3 | $2.38M | Sell |
10,223
-235
| -2% | -$54.8K | 0.7% | 20 |
|
|
2024
Q2 | $2.2M | Sell |
10,458
-281
| -3% | -$59.2K | 0.78% | 22 |
|
|
2024
Q1 | $1.84M | Sell |
10,739
-254
| -2% | -$43.6K | 0.63% | 24 |
|
|
2023
Q4 | $2.12M | Hold |
10,993
| – | – | 0.86% | 19 |
|
|
2023
Q3 | $1.88M | Sell |
10,993
-627
| -5% | -$107K | 0.75% | 17 |
|
|
2023
Q2 | $2.25M | Sell |
11,620
-1,825
| -14% | -$354K | 0.94% | 14 |
|
|
2023
Q1 | $2.22M | Sell |
13,445
-314
| -2% | -$51.8K | 0.91% | 12 |
|
|
2022
Q4 | $1.79M | Sell |
13,759
-1,077
| -7% | -$140K | 0.71% | 15 |
|
|
2022
Q3 | $2.05M | Sell |
14,836
-929
| -6% | -$128K | 1.13% | 10 |
|
|
2022
Q2 | $2.16M | Sell |
15,765
-1,046
| -6% | -$143K | 1.2% | 10 |
|
|
2022
Q1 | $2.94M | Sell |
16,811
-1,009
| -6% | -$176K | 1.3% | 14 |
|
|
2021
Q4 | $3.16M | Buy |
+17,820
| New | +$3.16M | 1.2% | 15 |
|