KMWM
Keudell/Morrison Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
66,697
-2,990
| -4% | -$613K | 3.04% | 8 |
|
|
2025
Q1 | $15.5M | Sell |
69,687
-696
| -1% | -$155K | 3.65% | 8 |
|
|
2024
Q4 | $17.6M | Buy |
70,383
+36
| +0.1% | +$9.02K | 4.59% | 5 |
|
|
2024
Q3 | $16.4M | Buy |
70,347
+2,725
| +4% | +$635K | 4.45% | 5 |
|
|
2024
Q2 | $14.2M | Sell |
67,622
-67
| -0.1% | -$14.1K | 4.17% | 5 |
|
|
2024
Q1 | $11.6M | Sell |
67,689
-628
| -0.9% | -$108K | 3.51% | 6 |
|
|
2023
Q4 | $13.2M | Sell |
68,317
-581
| -0.8% | -$112K | 4.34% | 4 |
|
|
2023
Q3 | $11.8M | Sell |
68,898
-225
| -0.3% | -$38.5K | 3.6% | 6 |
|
|
2023
Q2 | $13.4M | Sell |
69,123
-360
| -0.5% | -$69.8K | 3.86% | 6 |
|
|
2023
Q1 | $11.5M | Buy |
69,483
+7
| +0% | +$1.15K | 3.37% | 7 |
|
|
2022
Q4 | $9.03M | Sell |
69,476
-1,189
| -2% | -$154K | 2.9% | 7 |
|
|
2022
Q3 | $9.77M | Buy |
70,665
+3,346
| +5% | +$462K | 3.65% | 6 |
|
|
2022
Q2 | $9.2M | Sell |
67,319
-572
| -0.8% | -$78.2K | 3.34% | 6 |
|
|
2022
Q1 | $11.9M | Sell |
67,891
-119
| -0.2% | -$20.8K | 4.96% | 3 |
|
|
2021
Q4 | $12.1M | Sell |
68,010
-2,537
| -4% | -$450K | 4.77% | 2 |
|
|
2021
Q3 | $9.98M | Sell |
70,547
-490
| -0.7% | -$69.3K | 4.28% | 3 |
|
|
2021
Q2 | $9.73M | Buy |
71,037
+291
| +0.4% | +$39.9K | 5.33% | 1 |
|
|
2021
Q1 | $8.64M | Sell |
70,746
-536
| -0.8% | -$65.5K | 5.01% | 1 |
|
|
2020
Q4 | $9.46M | Sell |
71,282
-1,231
| -2% | -$163K | 6% | 1 |
|
|
2020
Q3 | $8.4M | Buy |
72,513
+53,489
| +281% | +$6.19M | 5.4% | 2 |
|
|
2020
Q2 | $6.94M | Buy |
19,024
+404
| +2% | +$147K | 5.74% | 1 |
|
|
2020
Q1 | $4.74M | Sell |
18,620
-866
| -4% | -$220K | 4.63% | 1 |
|
|
2019
Q4 | $5.72M | Sell |
19,486
-687
| -3% | -$202K | 3.96% | 2 |
|
|
2019
Q3 | $4.52M | Sell |
20,173
-318
| -2% | -$71.2K | 3.73% | 1 |
|
|
2019
Q2 | $4.08M | Sell |
20,491
-41
| -0.2% | -$8.16K | 3.57% | 1 |
|
|
2019
Q1 | $3.9M | Buy |
+20,532
| New | +$3.9M | 3.43% | 1 |
|