Kelly Financial Services’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 | $4.13M | Sell |
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|
2025
Q2 | $3.39M | Buy |
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|
2025
Q1 | $3.61M | Sell |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $4M | Buy |
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|
2024
Q2 | $3.53M | Buy |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $3.18M | Sell |
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|
2023
Q3 | $3.02M | Buy |
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|
2023
Q2 | $3.39M | Buy |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $726K | Buy |
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|
2019
Q4 | $769K | Sell |
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|
2019
Q3 | $598K | Buy |
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|
2019
Q2 | $490K | Sell |
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|
2019
Q1 | $518K | Buy |
|