Kerntke Otto McGlone Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $976K | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $828K | Sell |
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|
2022
Q2 | $820K | Buy |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $676K | Sell |
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|
2021
Q2 | $3.08M | Buy |
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|
2021
Q1 | $2.72M | Sell |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.56M | Buy |
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|
2020
Q2 | $1.89M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.31M | Buy |
|