KFS
Kelly Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
16,525
+276
| +2% | +$56.6K | 1% | 25 |
|
|
2025
Q1 | $3.61M | Sell |
16,249
-57
| -0.3% | -$12.7K | 1.25% | 22 |
|
|
2024
Q4 | $4.08M | Sell |
16,306
-841
| -5% | -$211K | 1.47% | 17 |
|
|
2024
Q3 | $4M | Buy |
17,147
+382
| +2% | +$89K | 1.47% | 17 |
|
|
2024
Q2 | $3.53M | Buy |
16,765
+231
| +1% | +$48.7K | 1.26% | 19 |
|
|
2024
Q1 | $2.84M | Buy |
16,534
+22
| +0.1% | +$3.77K | 1.08% | 22 |
|
|
2023
Q4 | $3.18M | Sell |
16,512
-1,136
| -6% | -$219K | 1.29% | 18 |
|
|
2023
Q3 | $3.02M | Buy |
17,648
+165
| +0.9% | +$28.3K | 1.39% | 17 |
|
|
2023
Q2 | $3.39M | Buy |
17,483
+461
| +3% | +$89.4K | 1.61% | 13 |
|
|
2023
Q1 | $2.81M | Buy |
17,022
+455
| +3% | +$75K | 1.42% | 15 |
|
|
2022
Q4 | $2.15M | Buy |
16,567
+4,460
| +37% | +$580K | 1.13% | 15 |
|
|
2022
Q3 | $1.67M | Buy |
12,107
+310
| +3% | +$42.8K | 0.98% | 17 |
|
|
2022
Q2 | $1.61M | Sell |
11,797
-199
| -2% | -$27.2K | 0.85% | 19 |
|
|
2022
Q1 | $2.09M | Buy |
11,996
+133
| +1% | +$23.2K | 0.94% | 17 |
|
|
2021
Q4 | $2.11M | Sell |
11,863
-760
| -6% | -$135K | 0.97% | 15 |
|
|
2021
Q3 | $1.79M | Sell |
12,623
-1,719,283
| -99% | -$243M | 1.01% | 11 |
|
|
2021
Q2 | $12.6M | Buy |
1,731,906
+1,718,696
| +13,011% | +$12.5M | 0.49% | 19 |
|
|
2021
Q1 | $1.61M | Sell |
13,210
-472
| -3% | -$57.7K | 1% | 11 |
|
|
2020
Q4 | $1.82M | Buy |
13,682
+327
| +2% | +$43.4K | 1.24% | 10 |
|
|
2020
Q3 | $1.55M | Buy |
13,355
+10,190
| +322% | +$1.18M | 1.11% | 10 |
|
|
2020
Q2 | $1.15M | Buy |
3,165
+309
| +11% | +$113K | 0.9% | 12 |
|
|
2020
Q1 | $726K | Buy |
2,856
+239
| +9% | +$60.8K | 0.9% | 9 |
|
|
2019
Q4 | $769K | Sell |
2,617
-55
| -2% | -$16.2K | 0.59% | 9 |
|
|
2019
Q3 | $598K | Buy |
2,672
+197
| +8% | +$44.1K | 0.54% | 9 |
|
|
2019
Q2 | $490K | Sell |
2,475
-254
| -9% | -$50.3K | 0.45% | 10 |
|
|
2019
Q1 | $518K | Buy |
+2,729
| New | +$518K | 0.58% | 10 |
|