KIG
Kennedy Investment Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
71,700
-1,340
| -2% | -$275K | 6.25% | 3 |
|
|
2025
Q1 | $16.2M | Buy |
73,040
+395
| +0.5% | +$87.7K | 7.53% | 2 |
|
|
2024
Q4 | $18.2M | Sell |
72,645
-463
| -0.6% | -$116K | 8.23% | 1 |
|
|
2024
Q3 | $17M | Sell |
73,108
-999
| -1% | -$233K | 7.84% | 2 |
|
|
2024
Q2 | $15.6M | Sell |
74,107
-387
| -0.5% | -$81.5K | 7.9% | 2 |
|
|
2024
Q1 | $12.8M | Buy |
74,494
+7,995
| +12% | +$1.37M | 6.82% | 2 |
|
|
2023
Q4 | $12.8M | Buy |
66,499
+935
| +1% | +$180K | 7.15% | 2 |
|
|
2023
Q3 | $11.2M | Buy |
65,564
+2,165
| +3% | +$371K | 6.75% | 2 |
|
|
2023
Q2 | $12.3M | Buy |
63,399
+2,080
| +3% | +$403K | 7.2% | 2 |
|
|
2023
Q1 | $10.1M | Sell |
61,319
-353
| -0.6% | -$58.2K | 6.18% | 2 |
|
|
2022
Q4 | $8.01M | Buy |
+61,672
| New | +$8.01M | 5.1% | 2 |
|