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KDT Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.85M Sell
18,785
-979
-5% -$201K 6.22% 3
2025
Q1
$4.39M Sell
19,764
-641
-3% -$142K 6.45% 3
2024
Q4
$5.11M Buy
+20,405
New +$5.11M 7.5% 3