KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
8,282
+40
| +0.5% | +$8.21K | 0.68% | 31 |
|
|
2025
Q1 | $1.8M | Buy |
8,242
+1
| +0% | +$218 | 0.81% | 25 |
|
|
2024
Q4 | $2.06M | Sell |
8,241
-168
| -2% | -$42.1K | 0.97% | 24 |
|
|
2024
Q3 | $1.96M | Buy |
8,409
+9
| +0.1% | +$2.1K | 0.95% | 24 |
|
|
2024
Q2 | $1.77M | Sell |
8,400
-414
| -5% | -$87.2K | 0.97% | 27 |
|
|
2024
Q1 | $1.51M | Buy |
8,814
+825
| +10% | +$141K | 0.91% | 26 |
|
|
2023
Q4 | $1.54M | Buy |
+7,989
| New | +$1.54M | 1.11% | 23 |
|
|
2022
Q4 | $1.01M | Buy |
+7,755
| New | +$1.01M | 0.91% | 24 |
|
|
2021
Q4 | $1.34M | Buy |
+7,541
| New | +$1.34M | 1.23% | 20 |
|