Kestra Advisory Services’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 | $525M | Buy |
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|
2025
Q1 | $534M | Sell |
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|
2024
Q4 | $644M | Buy |
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|
2024
Q3 | $587M | Sell |
|
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|
2024
Q2 | $562M | Buy |
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|
2024
Q1 | $423M | Buy |
|
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|
2023
Q4 | $432M | Buy |
|
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|
2023
Q3 | $362M | Buy |
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|
2023
Q2 | $400M | Buy |
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|
2023
Q1 | $329M | Sell |
|
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|
2022
Q4 | $301M | Sell |
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|
2022
Q3 | $338M | Sell |
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|
2022
Q2 | $335M | Buy |
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|
2022
Q1 | $383M | Sell |
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|
2021
Q4 | $392M | Sell |
|
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|
2021
Q3 | $329M | Buy |
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|
2021
Q2 | $301M | Buy |
|
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|
2021
Q1 | $265M | Sell |
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|
2020
Q4 | $356M | Buy |
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|
2020
Q3 | $224M | Buy |
|