KWM
Keebeck Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
72,915
-2,628
| -3% | -$539K | 1.96% | 9 |
|
|
2025
Q1 | $16.8M | Sell |
75,543
-2,264
| -3% | -$503K | 2.48% | 5 |
|
|
2024
Q4 | $19.5M | Sell |
77,807
-48
| -0.1% | -$12K | 2.81% | 3 |
|
|
2024
Q3 | $18.1M | Sell |
77,855
-209
| -0.3% | -$48.7K | 2.63% | 5 |
|
|
2024
Q2 | $16.4M | Sell |
78,064
-2,026
| -3% | -$427K | 2.41% | 5 |
|
|
2024
Q1 | $13.7M | Sell |
80,090
-2,361
| -3% | -$405K | 2.02% | 5 |
|
|
2023
Q4 | $15.9M | Sell |
82,451
-448
| -0.5% | -$86.3K | 2.62% | 5 |
|
|
2023
Q3 | $14.2M | Buy |
82,899
+1,728
| +2% | +$296K | 2.47% | 4 |
|
|
2023
Q2 | $15.7M | Buy |
81,171
+6,207
| +8% | +$1.2M | 2.16% | 6 |
|
|
2023
Q1 | $12.4M | Buy |
74,964
+3,112
| +4% | +$513K | 1.99% | 8 |
|
|
2022
Q4 | $9.34M | Buy |
71,852
+2,301
| +3% | +$299K | 1.64% | 15 |
|
|
2022
Q3 | $9.61M | Buy |
69,551
+3,063
| +5% | +$423K | 1.85% | 14 |
|
|
2022
Q2 | $9.09M | Buy |
66,488
+4,145
| +7% | +$567K | 1.74% | 14 |
|
|
2022
Q1 | $10.9M | Buy |
62,343
+1,831
| +3% | +$320K | 1.8% | 13 |
|
|
2021
Q4 | $10.7M | Buy |
60,512
+2,425
| +4% | +$431K | 1.92% | 11 |
|
|
2021
Q3 | $8.22M | Sell |
58,087
-2,123
| -4% | -$300K | 1.62% | 12 |
|
|
2021
Q2 | $8.25M | Sell |
60,210
-71,196
| -54% | -$9.75M | 1.19% | 22 |
|
|
2021
Q1 | $16.1M | Buy |
131,406
+1,671
| +1% | +$204K | 2.49% | 8 |
|
|
2020
Q4 | $17.2M | Buy |
129,735
+1,651
| +1% | +$219K | 3% | 5 |
|
|
2020
Q3 | $14.8M | Buy |
128,084
+95,041
| +288% | +$11M | 3.06% | 7 |
|
|
2020
Q2 | $12.1M | Buy |
33,043
+584
| +2% | +$213K | 3.81% | 5 |
|
|
2020
Q1 | $8.25M | Buy |
32,459
+1,531
| +5% | +$389K | 3.43% | 6 |
|
|
2019
Q4 | $9.08M | Buy |
+30,928
| New | +$9.08M | 2.88% | 5 |
|