Kesler Norman & Wride’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
72,670
+1,071
| +1% | +$220K | 2.65% | 4 |
|
|
2025
Q1 | $15.9M | Buy |
71,599
+558
| +0.8% | +$124K | 3.03% | 3 |
|
|
2024
Q4 | $17.8M | Sell |
71,041
-1,844
| -3% | -$462K | 3.84% | 1 |
|
|
2024
Q3 | $17M | Sell |
72,885
-8,232
| -10% | -$1.92M | 3.33% | 2 |
|
|
2024
Q2 | $17.1M | Buy |
81,117
+3,656
| +5% | +$770K | 3.63% | 2 |
|
|
2024
Q1 | $13.3M | Buy |
77,461
+7,858
| +11% | +$1.35M | 2.82% | 4 |
|
|
2023
Q4 | $13.4M | Buy |
69,603
+1,013
| +1% | +$195K | 3.07% | 3 |
|
|
2023
Q3 | $11.7M | Sell |
68,590
-1,079
| -2% | -$185K | 2.95% | 2 |
|
|
2023
Q2 | $13.5M | Sell |
69,669
-55
| -0.1% | -$10.7K | 3.28% | 2 |
|
|
2023
Q1 | $11.5M | Sell |
69,724
-608
| -0.9% | -$100K | 2.9% | 2 |
|
|
2022
Q4 | $9.14M | Sell |
70,332
-3,198
| -4% | -$416K | 2.35% | 2 |
|
|
2022
Q3 | $10.2M | Buy |
73,530
+2,648
| +4% | +$366K | 2.83% | 2 |
|
|
2022
Q2 | $9.69M | Buy |
70,882
+9,370
| +15% | +$1.28M | 2.69% | 2 |
|
|
2022
Q1 | $10.7M | Buy |
61,512
+794
| +1% | +$139K | 2.39% | 4 |
|
|
2021
Q4 | $10.8M | Sell |
60,718
-245
| -0.4% | -$43.5K | 2.28% | 6 |
|
|
2021
Q3 | $8.63M | Buy |
60,963
+165
| +0.3% | +$23.3K | 2.03% | 6 |
|
|
2021
Q2 | $8.87M | Buy |
60,798
+647
| +1% | +$94.4K | 2.04% | 3 |
|
|
2021
Q1 | $7.35M | Sell |
60,151
-551
| -0.9% | -$67.3K | 1.82% | 9 |
|
|
2020
Q4 | $8.06M | Buy |
+60,702
| New | +$8.06M | 2.24% | 2 |
|