Key Financial Inc’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 | $20.3M | Buy |  | |||||
| 2025 Q1 | $21.6M | Sell |  | |||||
| 2024 Q4 | $24.6M | Sell |  | |||||
| 2024 Q3 | $23.2M | Sell |  | |||||
| 2024 Q2 | $21M | Sell |  | |||||
| 2024 Q1 | $17.7M | Sell |  | |||||
| 2023 Q4 | $20.2M | Sell |  | |||||
| 2023 Q3 | $17.9M | Sell |  | |||||
| 2023 Q2 | $20.7M | Buy |  | |||||
| 2023 Q1 | $17.5M | Buy |  | |||||
| 2022 Q4 | $14.1M | Hold |  | |||||
| 2022 Q3 | $14.1M | Buy |  | |||||
| 2022 Q2 | $13.9M | Buy |  | |||||
| 2022 Q1 | $17.1M | Buy |  | |||||
| 2021 Q4 | $16.6M | Buy |  | |||||
| 2021 Q3 | $11.8M | Sell |  | |||||
| 2021 Q2 | $12.2M | Buy |  | |||||
| 2021 Q1 | $10.1M | Buy |  | |||||
| 2020 Q4 | $10.6M | Sell |  | |||||
| 2020 Q3 | $9.35M | Sell |  | |||||
| 2020 Q2 | $7.68M | Buy |  | |||||
| 2020 Q1 | $5.35M | Sell |  | |||||
| 2019 Q4 | $6.38M | Buy |  |