KCM
Kendall Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
21,728
+1,505
| +7% | +$309K | 1.18% | 20 |
|
|
2025
Q1 | $4.49M | Sell |
20,223
-376
| -2% | -$83.5K | 1.32% | 19 |
|
|
2024
Q4 | $5.16M | Buy |
20,599
+440
| +2% | +$110K | 1.51% | 15 |
|
|
2024
Q3 | $4.7M | Sell |
20,159
-60
| -0.3% | -$14K | 1.45% | 17 |
|
|
2024
Q2 | $4.26M | Buy |
20,219
+30
| +0.1% | +$6.32K | 1.42% | 17 |
|
|
2024
Q1 | $3.46M | Sell |
20,189
-129
| -0.6% | -$22.1K | 1.19% | 19 |
|
|
2023
Q4 | $3.91M | Buy |
20,318
+755
| +4% | +$145K | 1.52% | 12 |
|
|
2023
Q3 | $3.35M | Sell |
19,563
-729
| -4% | -$125K | 1.48% | 12 |
|
|
2023
Q2 | $3.94M | Sell |
20,292
-225
| -1% | -$43.6K | 1.73% | 9 |
|
|
2023
Q1 | $3.38M | Buy |
20,517
+532
| +3% | +$87.7K | 1.63% | 11 |
|
|
2022
Q4 | $2.6M | Sell |
19,985
-75
| -0.4% | -$9.75K | 1.31% | 16 |
|
|
2022
Q3 | $2.77M | Sell |
20,060
-323
| -2% | -$44.6K | 1.61% | 13 |
|
|
2022
Q2 | $2.79M | Buy |
20,383
+480
| +2% | +$65.6K | 1.53% | 15 |
|
|
2022
Q1 | $3.48M | Sell |
19,903
-209
| -1% | -$36.5K | 1.68% | 12 |
|
|
2021
Q4 | $3.57M | Sell |
20,112
-983
| -5% | -$175K | 1.7% | 11 |
|
|
2021
Q3 | $2.99M | Sell |
21,095
-460
| -2% | -$65.1K | 1.61% | 13 |
|
|
2021
Q2 | $2.95M | Buy |
21,555
+8
| +0% | +$1.1K | 1.66% | 14 |
|
|
2021
Q1 | $2.63M | Sell |
21,547
-245
| -1% | -$29.9K | 1.63% | 15 |
|
|
2020
Q4 | $2.89M | Sell |
21,792
-193
| -0.9% | -$25.6K | 2.11% | 11 |
|
|
2020
Q3 | $2.55M | Buy |
21,985
+16,337
| +289% | +$1.89M | 2.21% | 9 |
|
|
2020
Q2 | $2.06M | Sell |
5,648
-151
| -3% | -$55.1K | 1.97% | 10 |
|
|
2020
Q1 | $1.48M | Sell |
5,799
-65
| -1% | -$16.5K | 1.67% | 14 |
|
|
2019
Q4 | $1.72M | Sell |
5,864
-112
| -2% | -$32.9K | 1.36% | 19 |
|
|
2019
Q3 | $1.34M | Sell |
5,976
-50
| -0.8% | -$11.2K | 1.18% | 26 |
|
|
2019
Q2 | $1.19M | Sell |
6,026
-375
| -6% | -$74.2K | 1.08% | 30 |
|
|
2019
Q1 | $1.22M | Sell |
6,401
-240
| -4% | -$45.6K | 1.15% | 27 |
|
|
2018
Q4 | $1.05M | Hold |
6,641
| – | – | 1.09% | 29 |
|
|
2018
Q3 | $1.5M | Sell |
6,641
-1,875
| -22% | -$423K | 1.28% | 24 |
|
|
2018
Q2 | $1.58M | Buy |
8,516
+1,471
| +21% | +$272K | 1.39% | 16 |
|
|
2018
Q1 | $1.18M | Buy |
7,045
+850
| +14% | +$143K | 1.02% | 28 |
|
|
2017
Q4 | $1.05M | Buy |
+6,195
| New | +$1.05M | 0.93% | 32 |
|