KLI
Kelman-Lazarov Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
11,368
-215
| -2% | -$44.1K | 0.38% | 32 |
|
|
2025
Q1 | $2.57M | Buy |
11,583
+267
| +2% | +$59.3K | 0.47% | 30 |
|
|
2024
Q4 | $2.83M | Buy |
11,316
+23
| +0.2% | +$5.76K | 0.51% | 30 |
|
|
2024
Q3 | $2.63M | Sell |
11,293
-7
| -0.1% | -$1.63K | 0.45% | 31 |
|
|
2024
Q2 | $2.38M | Sell |
11,300
-4,073
| -26% | -$858K | 0.44% | 32 |
|
|
2024
Q1 | $2.64M | Sell |
15,373
-489
| -3% | -$83.9K | 0.52% | 30 |
|
|
2023
Q4 | $3.05M | Buy |
15,862
+144
| +0.9% | +$27.7K | 0.66% | 28 |
|
|
2023
Q3 | $2.69M | Sell |
15,718
-117
| -0.7% | -$20K | 0.64% | 26 |
|
|
2023
Q2 | $3.07M | Buy |
15,835
+319
| +2% | +$61.9K | 0.74% | 22 |
|
|
2023
Q1 | $2.56M | Sell |
15,516
-1,509
| -9% | -$249K | 0.66% | 24 |
|
|
2022
Q4 | $2.21M | Sell |
17,025
-280
| -2% | -$36.4K | 0.62% | 25 |
|
|
2022
Q3 | $2.39M | Buy |
17,305
+1,972
| +13% | +$273K | 0.81% | 18 |
|
|
2022
Q2 | $2.1M | Sell |
15,333
-1,400
| -8% | -$191K | 0.71% | 18 |
|
|
2022
Q1 | $2.92M | Sell |
16,733
-31
| -0.2% | -$5.41K | 0.97% | 14 |
|
|
2021
Q4 | $2.98M | Buy |
16,764
+640
| +4% | +$114K | 0.96% | 14 |
|
|
2021
Q3 | $2.28M | Hold |
16,124
| – | – | 0.8% | 16 |
|
|
2021
Q2 | $2.21M | Sell |
16,124
-1,690
| -9% | -$231K | 0.77% | 17 |
|
|
2021
Q1 | $2.18M | Hold |
17,814
| – | – | 0.78% | 20 |
|
|
2020
Q4 | $2.36M | Sell |
17,814
-509
| -3% | -$67.5K | 0.91% | 17 |
|
|
2020
Q3 | $2.12M | Buy |
18,323
+13,708
| +297% | +$1.59M | 0.96% | 16 |
|
|
2020
Q2 | $1.68M | Sell |
4,615
-655
| -12% | -$239K | 0.78% | 19 |
|
|
2020
Q1 | $1.34M | Sell |
5,270
-1,510
| -22% | -$384K | 0.72% | 22 |
|
|
2019
Q4 | $1.99M | Sell |
6,780
-148
| -2% | -$43.5K | 0.9% | 24 |
|
|
2019
Q3 | $1.55M | Sell |
6,928
-127
| -2% | -$28.5K | 0.76% | 24 |
|
|
2019
Q2 | $1.4M | Sell |
7,055
-411
| -6% | -$81.3K | 0.72% | 27 |
|
|
2019
Q1 | $1.42M | Sell |
7,466
-1,243
| -14% | -$236K | 0.75% | 26 |
|
|
2018
Q4 | $1.37M | Sell |
8,709
-351
| -4% | -$55.4K | 0.85% | 27 |
|
|
2018
Q3 | $2.05M | Sell |
9,060
-1,065
| -11% | -$240K | 1.2% | 24 |
|
|
2018
Q2 | $1.87M | Sell |
10,125
-521
| -5% | -$96.4K | 1.01% | 30 |
|
|
2018
Q1 | $1.79M | Sell |
10,646
-1,089
| -9% | -$183K | 0.96% | 30 |
|
|
2017
Q4 | $1.99M | Sell |
11,735
-32
| -0.3% | -$5.42K | 1.01% | 31 |
|
|
2017
Q3 | $1.81M | Sell |
11,767
-43
| -0.4% | -$6.63K | 0.96% | 31 |
|
|
2017
Q2 | $1.7M | Buy |
11,810
+473
| +4% | +$68.1K | 0.93% | 32 |
|
|
2017
Q1 | $1.63M | Sell |
11,337
-1,084
| -9% | -$156K | 1.05% | 31 |
|
|
2016
Q4 | $1.44M | Buy |
12,421
+782
| +7% | +$90.6K | 0.81% | 35 |
|
|
2016
Q3 | $1.32M | Buy |
11,639
+581
| +5% | +$65.7K | 0.75% | 43 |
|
|
2016
Q2 | $1.06M | Buy |
11,058
+1,558
| +16% | +$149K | 0.61% | 51 |
|
|
2016
Q1 | $1.05M | Buy |
+9,500
| New | +$1.05M | 0.61% | 52 |
|