KWA
Kellett Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
14,836
+1,281
| +9% | +$263K | 1.99% | 12 |
|
|
2025
Q1 | $3.01M | Sell |
13,555
-66
| -0.5% | -$14.7K | 2.09% | 11 |
|
|
2024
Q4 | $3.41M | Buy |
13,621
+242
| +2% | +$60.6K | 2.34% | 10 |
|
|
2024
Q3 | $3.12M | Sell |
13,379
-156
| -1% | -$36.3K | 2.23% | 11 |
|
|
2024
Q2 | $2.85M | Sell |
13,535
-550
| -4% | -$116K | 2.3% | 11 |
|
|
2024
Q1 | $2.42M | Sell |
14,085
-183
| -1% | -$31.4K | 1.67% | 14 |
|
|
2023
Q4 | $2.75M | Sell |
14,268
-789
| -5% | -$152K | 2.04% | 13 |
|
|
2023
Q3 | $2.58M | Sell |
15,057
-328
| -2% | -$56.2K | 2.21% | 11 |
|
|
2023
Q2 | $2.98M | Sell |
15,385
-960
| -6% | -$186K | 2.71% | 10 |
|
|
2023
Q1 | $2.7M | Sell |
16,345
-2,159
| -12% | -$356K | 2.59% | 10 |
|
|
2022
Q4 | $2.4M | Buy |
18,504
+752
| +4% | +$97.7K | 2.33% | 11 |
|
|
2022
Q3 | $2.72M | Sell |
17,752
-2,943
| -14% | -$451K | 3.32% | 7 |
|
|
2022
Q2 | $2.83M | Sell |
20,695
-444
| -2% | -$60.7K | 3.66% | 6 |
|
|
2022
Q1 | $3.69M | Buy |
21,139
+154
| +0.7% | +$26.9K | 2.91% | 10 |
|
|
2021
Q4 | $3.73M | Buy |
+20,985
| New | +$3.73M | 2.85% | 8 |
|