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KDK Private Wealth Management’s Apple AAPL Stock Holding History

KDK Private Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.81M Buy
8,841
+634
+8% +$130K 1.94% 10
2025
Q1 		$1.82M Sell
8,207
-404
-5% -$89.7K 2.08% 10
2024
Q4 		$2.16M Buy
+8,611
New +$2.16M 2.24% 8