Kestra Investment Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.2M	Buy	172,451 +66,254	+62%	+$14.3M	0.57%	42
2025 Q1	$23.6M	Buy	106,197 +45,346	+75%	+$10.1M	0.74%	33
2024 Q4	$15.2M	Buy	60,851 +2,054	+3%	+$514K	0.6%	38
2024 Q3	$13.7M	Buy	58,797 +3,784	+7%	+$882K	0.59%	41
2024 Q2	$11.6M	Buy	+55,013	New	+$11.6M	0.79%	38