KIA
KCM Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181M | Sell |
881,786
-14,206
| -2% | -$2.91M | 6.07% | 1 |
|
|
2025
Q1 | $199M | Sell |
895,992
-23,219
| -3% | -$5.16M | 7.15% | 1 |
|
|
2024
Q4 | $230M | Sell |
919,211
-9,372
| -1% | -$2.35M | 7.94% | 1 |
|
|
2024
Q3 | $216M | Sell |
928,583
-13,064
| -1% | -$3.04M | 7.33% | 1 |
|
|
2024
Q2 | $198M | Sell |
941,647
-7,494
| -0.8% | -$1.58M | 7.12% | 1 |
|
|
2024
Q1 | $163M | Sell |
949,141
-1,370
| -0.1% | -$235K | 6.01% | 1 |
|
|
2023
Q4 | $183M | Sell |
950,511
-21,993
| -2% | -$4.23M | 7.29% | 1 |
|
|
2023
Q3 | $167M | Sell |
972,504
-25,595
| -3% | -$4.38M | 7.18% | 1 |
|
|
2023
Q2 | $194M | Sell |
998,099
-56,877
| -5% | -$11M | 7.76% | 1 |
|
|
2023
Q1 | $174M | Sell |
1,054,976
-16,992
| -2% | -$2.8M | 7.05% | 1 |
|
|
2022
Q4 | $139M | Sell |
1,071,968
-10,568
| -1% | -$1.37M | 5.99% | 1 |
|
|
2022
Q3 | $150M | Sell |
1,082,536
-7,640
| -0.7% | -$1.06M | 6.92% | 1 |
|
|
2022
Q2 | $149M | Sell |
1,090,176
-38,713
| -3% | -$5.29M | 6.51% | 1 |
|
|
2022
Q1 | $197M | Sell |
1,128,889
-10,807
| -0.9% | -$1.89M | 7.22% | 1 |
|
|
2021
Q4 | $202M | Buy |
1,139,696
+3,528
| +0.3% | +$626K | 7.04% | 1 |
|
|
2021
Q3 | $161M | Sell |
1,136,168
-16,641
| -1% | -$2.35M | 6.4% | 1 |
|
|
2021
Q2 | $158M | Buy |
1,152,809
+6,317
| +0.6% | +$865K | 6.39% | 1 |
|
|
2021
Q1 | $140M | Buy |
1,146,492
+2,264
| +0.2% | +$277K | 6.21% | 1 |
|
|
2020
Q4 | $152M | Sell |
1,144,228
-1,551
| -0.1% | -$206K | 7.32% | 1 |
|
|
2020
Q3 | $133M | Buy |
1,145,779
+852,721
| +291% | +$98.8M | 7.36% | 1 |
|
|
2020
Q2 | $107M | Buy |
293,058
+8,173
| +3% | +$2.98M | 6.01% | 1 |
|
|
2020
Q1 | $72.4M | Sell |
284,885
-5,358
| -2% | -$1.36M | 4.88% | 2 |
|
|
2019
Q4 | $85.2M | Buy |
290,243
+1,997
| +0.7% | +$586K | 4.63% | 2 |
|
|
2019
Q3 | $64.6M | Buy |
288,246
+2,561
| +0.9% | +$574K | 3.75% | 2 |
|
|
2019
Q2 | $56.5M | Buy |
285,685
+10,340
| +4% | +$2.05M | 3.39% | 2 |
|
|
2019
Q1 | $52.3M | Buy |
275,345
+13,346
| +5% | +$2.54M | 3.38% | 2 |
|
|
2018
Q4 | $41.3M | Buy |
261,999
+7,769
| +3% | +$1.23M | 2.73% | 2 |
|
|
2018
Q3 | $57.4M | Buy |
254,230
+2,829
| +1% | +$639K | 3.28% | 2 |
|
|
2018
Q2 | $46.5M | Buy |
251,401
+767
| +0.3% | +$142K | 2.86% | 2 |
|
|
2018
Q1 | $42.1M | Buy |
250,634
+433
| +0.2% | +$72.6K | 2.55% | 3 |
|
|
2017
Q4 | $42.3M | Sell |
250,201
-3,166
| -1% | -$536K | 2.48% | 3 |
|
|
2017
Q3 | $39M | Sell |
253,367
-2,922
| -1% | -$450K | 2.39% | 2 |
|
|
2017
Q2 | $36.9M | Sell |
256,289
-5,235
| -2% | -$754K | 2.31% | 2 |
|
|
2017
Q1 | $37.6M | Sell |
261,524
-291
| -0.1% | -$41.8K | 2.4% | 2 |
|
|
2016
Q4 | $30.3M | Sell |
261,815
-487
| -0.2% | -$56.4K | 2.04% | 4 |
|
|
2016
Q3 | $29.7M | Buy |
262,302
+1,060
| +0.4% | +$120K | 2.03% | 3 |
|
|
2016
Q2 | $25M | Buy |
261,242
+949
| +0.4% | +$90.7K | 1.75% | 5 |
|
|
2016
Q1 | $28.4M | Buy |
260,293
+14,134
| +6% | +$1.54M | 2.09% | 4 |
|
|
2015
Q4 | $25.9M | Buy |
246,159
+6,761
| +3% | +$712K | 2.05% | 2 |
|
|
2015
Q3 | $26.4M | Buy |
239,398
+10,187
| +4% | +$1.12M | 2.19% | 2 |
|
|
2015
Q2 | $28.7M | Buy |
229,211
+6,279
| +3% | +$788K | 2.29% | 2 |
|
|
2015
Q1 | $27.7M | Buy |
222,932
+11,358
| +5% | +$1.41M | 2.22% | 2 |
|
|
2014
Q4 | $23.4M | Buy |
211,574
+5,252
| +3% | +$580K | 1.96% | 3 |
|
|
2014
Q3 | $20.8M | Buy |
206,322
+12,395
| +6% | +$1.25M | 1.9% | 5 |
|
|
2014
Q2 | $18M | Buy |
193,927
+168,063
| +650% | +$15.6M | 1.68% | 5 |
|
|
2014
Q1 | $13.9M | Buy |
25,864
+720
| +3% | +$386K | 1.43% | 9 |
|
|
2013
Q4 | $14.1M | Buy |
25,144
+1,298
| +5% | +$728K | 1.53% | 8 |
|
|
2013
Q3 | $11.4M | Buy |
23,846
+242
| +1% | +$115K | 1.36% | 10 |
|
|
2013
Q2 | $9.36M | Buy |
+23,604
| New | +$9.36M | 1.13% | 15 |
|