Key Client Fiduciary Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9M | Sell |
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|
2025
Q2 | $10.1M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $8.55M | Buy |
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|
2023
Q4 | $9.04M | Sell |
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|
2023
Q3 | $8.59M | Buy |
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|
2023
Q2 | $9.58M | Buy |
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|
2023
Q1 | $8.12M | Buy |
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|
2022
Q4 | $6.29M | Buy |
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|
2022
Q3 | $4.6M | Sell |
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|
2022
Q2 | $4.63M | Sell |
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|
2022
Q1 | $5.95M | Buy |
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|
2021
Q4 | $6M | Buy |
|