Kellett Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.74M | Sell |
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|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.75M | Sell |
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|
2023
Q3 | $2.58M | Sell |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.72M | Sell |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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