KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
3,689
-930
| -20% | -$191K | 0.6% | 32 |
|
|
2025
Q1 | $1.03M | Sell |
4,619
-116
| -2% | -$25.8K | 0.9% | 21 |
|
|
2024
Q4 | $1.19M | Buy |
4,735
+4
| +0.1% | +$1K | 0.88% | 20 |
|
|
2024
Q3 | $1.1M | Sell |
4,731
-778
| -14% | -$181K | 0.92% | 25 |
|
|
2024
Q2 | $1.16M | Sell |
5,509
-179
| -3% | -$37.7K | 1.08% | 19 |
|
|
2024
Q1 | $976K | Sell |
5,688
-74
| -1% | -$12.7K | 0.96% | 22 |
|
|
2023
Q4 | $1.11M | Sell |
5,762
-134
| -2% | -$25.8K | 1.11% | 21 |
|
|
2023
Q3 | $1.01M | Sell |
5,896
-496
| -8% | -$84.9K | 1.04% | 25 |
|
|
2023
Q2 | $1.24M | Sell |
6,392
-211
| -3% | -$40.9K | 1.21% | 21 |
|
|
2023
Q1 | $1.09M | Sell |
6,603
-344
| -5% | -$56.7K | 1.12% | 24 |
|
|
2022
Q4 | $903K | Buy |
6,947
+958
| +16% | +$125K | 1.04% | 22 |
|
|
2022
Q3 | $828K | Sell |
5,989
-8
| -0.1% | -$1.11K | 1.25% | 21 |
|
|
2022
Q2 | $820K | Buy |
5,997
+2,192
| +58% | +$300K | 1.22% | 21 |
|
|
2022
Q1 | $664K | Sell |
3,805
-3,096
| -45% | -$540K | 1.52% | 14 |
|
|
2021
Q4 | $1.23M | Buy |
6,901
+2,123
| +44% | +$377K | 1.49% | 16 |
|
|
2021
Q3 | $676K | Sell |
4,778
-17,750
| -79% | -$2.51M | 2.01% | 12 |
|
|
2021
Q2 | $3.09M | Buy |
22,528
+233
| +1% | +$31.9K | 1.23% | 22 |
|
|
2021
Q1 | $2.72M | Sell |
22,295
-461
| -2% | -$56.3K | 1.43% | 22 |
|
|
2020
Q4 | $3.02M | Buy |
22,756
+647
| +3% | +$85.8K | 1.78% | 17 |
|
|
2020
Q3 | $2.56M | Buy |
22,109
+16,930
| +327% | +$1.96M | 1.88% | 16 |
|
|
2020
Q2 | $1.89M | Buy |
5,179
+500
| +11% | +$182K | 1.72% | 14 |
|
|
2020
Q1 | $1.19M | Buy |
4,679
+227
| +5% | +$57.7K | 1.33% | 20 |
|
|
2019
Q4 | $1.31M | Buy |
+4,452
| New | +$1.31M | 1.1% | 20 |
|