KCFA
Key Client Fiduciary Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
49,450
-1,181
| -2% | -$242K | 4.1% | 3 |
|
|
2025
Q1 | $11.2M | Sell |
50,631
-849
| -2% | -$189K | 5.12% | 2 |
|
|
2024
Q4 | $12.9M | Sell |
51,480
-228
| -0.4% | -$57.1K | 5.68% | 2 |
|
|
2024
Q3 | $12M | Buy |
51,708
+418
| +0.8% | +$97.4K | 5.39% | 2 |
|
|
2024
Q2 | $10.8M | Buy |
51,290
+1,432
| +3% | +$302K | 5.37% | 2 |
|
|
2024
Q1 | $8.55M | Buy |
49,858
+2,886
| +6% | +$495K | 4.54% | 3 |
|
|
2023
Q4 | $9.04M | Sell |
46,972
-3,227
| -6% | -$621K | 5.25% | 1 |
|
|
2023
Q3 | $8.59M | Buy |
50,199
+822
| +2% | +$141K | 5.27% | 1 |
|
|
2023
Q2 | $9.58M | Buy |
49,377
+106
| +0.2% | +$20.6K | 5.57% | 1 |
|
|
2023
Q1 | $8.12M | Buy |
49,271
+853
| +2% | +$141K | 5.07% | 1 |
|
|
2022
Q4 | $6.29M | Buy |
48,418
+15,144
| +46% | +$1.97M | 4.25% | 3 |
|
|
2022
Q3 | $4.6M | Sell |
33,274
-595
| -2% | -$82.2K | 4.16% | 5 |
|
|
2022
Q2 | $4.63M | Sell |
33,869
-213
| -0.6% | -$29.1K | 4.51% | 5 |
|
|
2022
Q1 | $5.95M | Buy |
34,082
+308
| +0.9% | +$53.8K | 4.7% | 1 |
|
|
2021
Q4 | $6M | Buy |
+33,774
| New | +$6M | 4.95% | 1 |
|