Kestra Private Wealth 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 | $214M | Buy |
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|
2025
Q1 | $225M | Buy |
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|
2024
Q4 | $249M | Sell |
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|
2024
Q3 | $252M | Buy |
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|
2024
Q2 | $221M | Buy |
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|
2024
Q1 | $168M | Sell |
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|
2023
Q4 | $190M | Buy |
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|
2023
Q3 | $163M | Buy |
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|
2023
Q2 | $173M | Buy |
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|
2023
Q1 | $143M | Buy |
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|
2022
Q4 | $98.4M | Sell |
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|
2022
Q3 | $105M | Sell |
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|
2022
Q2 | $105M | Buy |
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|
2022
Q1 | $133M | Sell |
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|
2021
Q4 | $139M | Buy |
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|
2021
Q3 | $108M | Sell |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $91.2M | Sell |
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|
2020
Q4 | $100M | Buy |
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|
2020
Q3 | $84.4M | Buy |
|